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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.9M
2
KAS
2
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
5
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$24.3M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
LPL Financial
3
LPL Financial
California
$47.6M
4
IWM
4
IHT Wealth Management
Illinois
$358K
5
Morgan Stanley
5
Morgan Stanley
New York
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$130M 3,462,370 -82,000 -2%
Bank of America
2
Bank of America
North Carolina
$130M 3,445,537 +124,692 +4%
LW
3
Linscomb Wealth
Texas
$86M 2,283,773 -16,677 -0.7%
UBS Group
4
UBS Group
Switzerland
$63.9M 1,696,433 +176,470 +12%
Creative Planning
5
Creative Planning
Kansas
$58M 1,539,869 +94,709 +7%
Ameriprise
6
Ameriprise
Minnesota
$52.2M 1,398,176 -36,448 -3%
LPL Financial
7
LPL Financial
California
$47.6M 1,264,263 -97,201 -7%
FPIS
8
Financial Planning & Information Services
Wisconsin
$39.1M 1,037,876 +21,852 +2%
Wells Fargo
9
Wells Fargo
California
$32M 848,852 +6,756 +0.8%
Osaic Holdings
10
Osaic Holdings
Arizona
$28.4M 753,999 -9,819 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.3M 698,355 +31,691 +5%
KAS
12
Kestra Advisory Services
Texas
$24.7M 654,444 +168,305 +35%
AWM
13
AE Wealth Management
Kansas
$24.3M 644,790 -393,078 -38%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.8M 632,117 -16,039 -2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$23.5M 624,796 -22,140 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$21M 558,033 -28,445 -5%
UCFA
17
United Capital Financial Advisors
Texas
$19.6M 521,200 +5,156 +1%
RJA
18
Raymond James & Associates
Florida
$17.3M 458,728 +48,019 +12%
SSB
19
Sandy Spring Bank
Maryland
$16.9M 447,637 +59,680 +15%
IWP
20
IAG Wealth Partners
Wisconsin
$16.4M 434,847 +30,541 +8%
KeyBank National Association
21
KeyBank National Association
Ohio
$16.3M 431,401 +14,411 +3%
JFA
22
JNBA Financial Advisors
Minnesota
$14.3M 380,390 +3,932 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.7M 362,496 -3,893 -1%
HNB
24
Huntington National Bank
Ohio
– – – –
CAN
25
Cetera Advisor Networks
California
$12M 318,549 +39,080 +14%
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