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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
CCM
2
Coldstream Capital Management
Washington
$22.7M
3
Wells Fargo
3
Wells Fargo
California
$44.1M
4
LPL Financial
4
LPL Financial
California
$60.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.2M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$20.6M
2
PWA
2
PCG Wealth Advisors
Kansas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
MWM
4
Modera Wealth Management
New Jersey
$2.07M
5
WP
5
WealthShield Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$176M 4,274,057 +828,520 +24%
Morgan Stanley
2
Morgan Stanley
New York
$142M 3,450,514 -11,856 -0.3%
LW
3
Linscomb Wealth
Texas
$93.4M 2,269,083 -14,690 -0.6%
UBS Group
4
UBS Group
Switzerland
$70.2M 1,707,022 +10,589 +0.6%
Creative Planning
5
Creative Planning
Kansas
$66.7M 1,621,342 +81,473 +5%
LPL Financial
6
LPL Financial
California
$60.8M 1,478,439 +214,176 +17%
Ameriprise
7
Ameriprise
Minnesota
$58.7M 1,427,205 +29,029 +2%
Wells Fargo
8
Wells Fargo
California
$44.1M 1,071,034 +222,182 +26%
FPIS
9
Financial Planning & Information Services
Wisconsin
$43.1M 1,048,666 +10,790 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$31.9M 776,456 +22,457 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$29.5M 715,910 +17,555 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29.1M 707,148 +149,115 +27%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$27.5M 669,144 +44,348 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$27M 655,421 +23,304 +4%
AWM
15
AE Wealth Management
Kansas
$26.3M 639,674 -5,116 -0.8%
CCM
16
Coldstream Capital Management
Washington
$22.7M 552,398 +552,398 New
UCFA
17
United Capital Financial Advisors
Texas
$21.9M 533,129 +11,929 +2%
SSB
18
Sandy Spring Bank
Maryland
$21.5M 523,588 +75,951 +17%
RJA
19
Raymond James & Associates
Florida
$21.5M 521,878 +63,150 +14%
KAS
20
Kestra Advisory Services
Texas
$20.6M 501,023 -153,421 -23%
KeyBank National Association
21
KeyBank National Association
Ohio
$19.7M 477,739 +46,338 +11%
CAN
22
Cetera Advisor Networks
California
$19.5M 472,995 +154,446 +48%
IWP
23
IAG Wealth Partners
Wisconsin
$19.2M 466,556 +31,709 +7%
SIA
24
Soltis Investment Advisors
Utah
$16.7M 406,407 +110,114 +37%
JFA
25
JNBA Financial Advisors
Minnesota
$15.7M 380,919 +529 +0.1%
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