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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.13M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.27M
2
KAS
2
Kestra Advisory Services
Texas
$14.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$3.57M
5
Creative Planning
5
Creative Planning
Kansas
$63.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$183M 4,466,523 +192,466 +5%
Morgan Stanley
2
Morgan Stanley
New York
$139M 3,396,144 -54,370 -2%
LW
3
Linscomb Wealth
Texas
$91M 2,221,474 -47,609 -2%
UBS Group
4
UBS Group
Switzerland
$73.4M 1,790,053 +83,031 +5%
LPL Financial
5
LPL Financial
California
$67.7M 1,652,099 +173,660 +12%
Creative Planning
6
Creative Planning
Kansas
$63.6M 1,551,334 -70,008 -4%
Ameriprise
7
Ameriprise
Minnesota
$57.5M 1,402,658 -24,547 -2%
FPIS
8
Financial Planning & Information Services
Wisconsin
$43.5M 1,061,934 +13,268 +1%
Wells Fargo
9
Wells Fargo
California
$42.8M 1,043,820 -27,214 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$30.9M 758,728 -17,728 -2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$29.1M 711,158 +42,014 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28.7M 701,021 +45,600 +7%
AWM
13
AE Wealth Management
Kansas
$27.7M 676,166 +36,492 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.7M 603,468 -103,680 -15%
SSB
15
Sandy Spring Bank
Maryland
$23.5M 572,574 +48,986 +9%
UCFA
16
United Capital Financial Advisors
Texas
$22.1M 539,757 +6,628 +1%
RJA
17
Raymond James & Associates
Florida
$21.3M 519,105 -2,773 -0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21M 513,581 +184,560 +56%
CCM
19
Coldstream Capital Management
Washington
$20.5M 499,795 -52,603 -10%
KeyBank National Association
20
KeyBank National Association
Ohio
$20.4M 497,936 +20,197 +4%
CAN
21
Cetera Advisor Networks
California
$19.9M 485,235 +12,240 +3%
IWP
22
IAG Wealth Partners
Wisconsin
$19.6M 478,109 +11,553 +2%
SIA
23
Soltis Investment Advisors
Utah
$16.9M 411,337 +4,930 +1%
JFA
24
JNBA Financial Advisors
Minnesota
$15.7M 383,477 +2,558 +0.7%
KAS
25
Kestra Advisory Services
Texas
$14.5M 353,932 -147,091 -29%
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