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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
IWP
1
Invenio Wealth Partners
Florida
$6.32M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.6M
4
MWM
4
Modera Wealth Management
New Jersey
$5.86M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$17.3M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$88.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$8.06M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
RJA
4
Raymond James & Associates
Florida
$17.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$185M 4,387,792 -78,731 -2%
Morgan Stanley
2
Morgan Stanley
New York
$143M 3,401,766 +5,622 +0.2%
LW
3
Linscomb Wealth
Texas
$88.5M 2,104,422 -117,052 -5%
UBS Group
4
UBS Group
Switzerland
$74M 1,759,449 -30,604 -2%
Creative Planning
5
Creative Planning
Kansas
$70M 1,665,477 +114,143 +7%
LPL Financial
6
LPL Financial
California
$65.8M 1,564,503 -87,596 -5%
Ameriprise
7
Ameriprise
Minnesota
$59M 1,401,416 -1,242 -0.1%
FPIS
8
Financial Planning & Information Services
Wisconsin
$47.3M 1,125,449 +63,515 +6%
Wells Fargo
9
Wells Fargo
California
$41.6M 988,880 -54,940 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$32M 760,423 +17,343 +2%
AWM
11
AE Wealth Management
Kansas
$31M 736,317 +60,151 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$30.8M 733,379 +32,358 +5%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$30.8M 731,730 +20,572 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$29.3M 694,795 -63,933 -8%
SSB
15
Sandy Spring Bank
Maryland
$25.4M 605,086 +32,512 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24.3M 578,799 -24,669 -4%
UCFA
17
United Capital Financial Advisors
Texas
$23.1M 549,868 +10,111 +2%
CAN
18
Cetera Advisor Networks
California
$20.4M 484,762 -473 -0.1%
IWP
19
IAG Wealth Partners
Wisconsin
$20.4M 484,442 +6,333 +1%
KeyBank National Association
20
KeyBank National Association
Ohio
$20.2M 480,098 -17,838 -4%
CCM
21
Coldstream Capital Management
Washington
$18.6M 443,010 -56,785 -11%
SIA
22
Soltis Investment Advisors
Utah
$18.4M 438,454 +27,117 +7%
RJA
23
Raymond James & Associates
Florida
$17.7M 420,132 -98,973 -19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17.5M 415,772 -97,809 -19%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$17.3M 411,038 +77,605 +23%
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