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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$40.5M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
SIA
3
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$0
2
LW
2
Linscomb Wealth
Texas
$89.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$702K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.3M
5
CCM
5
Coldstream Capital Management
Washington
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$138M 3,544,370 -30,360 -0.8%
Bank of America
2
Bank of America
North Carolina
$129M 3,320,845 +267,393 +9%
LW
3
Linscomb Wealth
Texas
$89.7M 2,300,450 -168,453 -7%
UBS Group
4
UBS Group
Switzerland
$59.2M 1,519,963 -991 -0.1%
Creative Planning
5
Creative Planning
Kansas
$56.3M 1,445,160 +53,341 +4%
Ameriprise
6
Ameriprise
Minnesota
$56M 1,434,624 +10,647 +0.7%
LPL Financial
7
LPL Financial
California
$53.1M 1,361,464 +111,176 +9%
AWM
8
AE Wealth Management
Kansas
$40.5M 1,037,868 +384,649 +59%
FPIS
9
Financial Planning & Information Services
Wisconsin
$39.6M 1,016,024 -2,916 -0.3%
Wells Fargo
10
Wells Fargo
California
$32.8M 842,096 +20,201 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$30M 763,818 +2,146 +0.3%
CCM
12
Coldstream Capital Management
Washington
$28.6M 734,929 -30,650 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$26M 666,664 +6,488 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$25.3M 648,156 +211 +0%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$25.2M 646,936 +115,085 +22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22.9M 586,478 +19,404 +3%
UCFA
17
United Capital Financial Advisors
Texas
$20.1M 516,044 +7,282 +1%
KAS
18
Kestra Advisory Services
Texas
$19M 486,139 -20,782 -4%
KeyBank National Association
19
KeyBank National Association
Ohio
$16.3M 416,990 +21,887 +6%
RJA
20
Raymond James & Associates
Florida
$16M 410,709 +56,931 +16%
IWP
21
IAG Wealth Partners
Wisconsin
$15.8M 404,306 +33,276 +9%
SSB
22
Sandy Spring Bank
Maryland
$15.1M 387,957 +103,985 +37%
JFA
23
JNBA Financial Advisors
Minnesota
$14.7M 376,458 +1,231 +0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$14.3M 366,389 -30,654 -8%
HNB
25
Huntington National Bank
Ohio
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