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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

408 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+30
Holders Change %
+7.94%
% of All Funds
5.98%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
55
Increased
143
Reduced
149
Closed
24
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$781K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
HNB
2
Huntington National Bank
Ohio
$14.5M
3
Bank of America
3
Bank of America
North Carolina
$194M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
226
Integrated Advisors Network
Texas
$595K +$34.5K +756 +6%
E
227
ETFidea
New York
$583K -$7.81K -171 -1%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$580K +$17.8K +390 +3%
Invesco
229
Invesco
Georgia
$579K +$30.2K +660 +5%
Betterment LLC
230
Betterment LLC
New York
$567K -$24.9K -545 -4%
ADL
231
Asset Dedication LLC
California
$562K – – –
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$561K -$12.6K -275 -2%
BlackRock
233
BlackRock
New York
$548K – – –
HA
234
Hanover Advisors
South Carolina
$542K +$542K +11,871 New
SC
235
SouthState Corp
Florida
$536K -$133K -2,900 -20%
NHT
236
New Hampshire Trust
New Hampshire
$521K – – –
SS
237
Sunbelt Securities
Texas
$508K – – –
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$503K -$20.3K -441 -4%
HWM
239
HB Wealth Management
Georgia
$499K – – –
CASB
240
Cape Ann Savings Bank
Massachusetts
$497K -$16.1K -360 -3%
Goldman Sachs
241
Goldman Sachs
New York
$494K +$133K +2,906 +37%
EFS
242
Essex Financial Services
Connecticut
$490K +$777 +17 +0.2%
AA
243
Ancora Advisors
Ohio
$480K +$9.14K +200 +2%
IWN
244
Independent Wealth Network
Iowa
$471K +$5.21K +114 +1%
AC
245
Anson Capital
Georgia
$463K +$207K +4,536 +81%
APWA
246
Atlas Private Wealth Advisors
New Jersey
$461K +$113K +2,480 +33%
WWM
247
Western Wealth Management
Colorado
$458K -$1.6K -35 -0.3%
RAM
248
Redmond Asset Management
Virginia
$448K +$1.74K +38 +0.4%
BI
249
Berkeley Inc
Idaho
$446K +$91 +2 +0%
PCS
250
Personal CFO Solutions
New Jersey
$445K – – –
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