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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.92M
2
LPL Financial
2
LPL Financial
California
$72.8M
3
TFG
3
Team Financial Group
California
$4.3M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$8.95M
5
CCM
5
Coldstream Capital Management
Washington
$21.5M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$21M
2
LW
2
Linscomb Wealth
Texas
$81.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.1M
4
BFG
4
Beacon Financial Group
Texas
$7M
5
UBS Group
5
UBS Group
Switzerland
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$177M 4,323,988 -63,804 -1%
Morgan Stanley
2
Morgan Stanley
New York
$139M 3,387,185 -14,581 -0.4%
LW
3
Linscomb Wealth
Texas
$81.7M 1,994,714 -109,708 -5%
LPL Financial
4
LPL Financial
California
$72.8M 1,777,071 +212,568 +14%
UBS Group
5
UBS Group
Switzerland
$68.7M 1,677,185 -82,264 -5%
Creative Planning
6
Creative Planning
Kansas
$67.9M 1,658,474 -7,003 -0.4%
Ameriprise
7
Ameriprise
Minnesota
$57.6M 1,405,641 +4,225 +0.3%
FPIS
8
Financial Planning & Information Services
Wisconsin
$45.1M 1,101,183 -24,266 -2%
Wells Fargo
9
Wells Fargo
California
$38.4M 938,156 -50,724 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$32.5M 794,173 +60,794 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$32.4M 790,910 +30,487 +4%
AWM
12
AE Wealth Management
Kansas
$31.8M 775,409 +39,092 +5%
SSB
13
Sandy Spring Bank
Maryland
$24.8M 605,852 +766 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$24.1M 589,249 -105,546 -15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23.8M 579,864 +1,065 +0.2%
UCFA
16
United Capital Financial Advisors
Texas
$22.3M 543,800 -6,068 -1%
CCM
17
Coldstream Capital Management
Washington
$21.5M 526,041 +83,031 +19%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$21M 512,294 -219,436 -30%
IWP
19
IAG Wealth Partners
Wisconsin
$20.1M 489,615 +5,173 +1%
CAN
20
Cetera Advisor Networks
California
$19.2M 468,462 -16,300 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$19.2M 467,695 +51,923 +12%
KeyBank National Association
22
KeyBank National Association
Ohio
$18.8M 458,343 -21,755 -5%
RJA
23
Raymond James & Associates
Florida
$18.2M 443,667 +23,535 +6%
SIA
24
Soltis Investment Advisors
Utah
$18M 440,067 +1,613 +0.4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$17.1M 417,611 +6,573 +2%
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