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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

423 hedge funds and large institutions have $1.93B invested in WisdomTree US MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+15
Holders Change %
+3.68%
% of All Funds
6.13%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
48
Increased
162
Reduced
154
Closed
25
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$1K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21.3M
2
Bank of America
Bank of America
North Carolina
+$13.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.52M
5
UAG
United Advisor Group
Ohio
+$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$130M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
SIA
Soltis Investment Advisors
Utah
-$17M
4
Osaic Holdings
Osaic Holdings
Arizona
-$14.9M
5
HNB
Huntington National Bank
Ohio
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$605K -$15K -307 -2%
ADL
227
Asset Dedication LLC
California
$600K – – –
FA
228
FSA Advisors
Michigan
$599K +$221K +4,528 +58%
HA
229
Hanover Advisors
South Carolina
$594K +$14.6K +300 +3%
FTUS
230
Flow Traders U.S.
New York
$591K +$591K +12,111 New
IAN
231
Integrated Advisors Network
Texas
$589K -$45.6K -935 -7%
BlackRock
232
BlackRock
New York
$585K – – –
Betterment LLC
233
Betterment LLC
New York
$583K -$21.8K -447 -4%
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$578K -$21.4K -439 -4%
CW
235
CreativeOne Wealth
Kansas
$577K +$577K +11,822 New
SC
236
SouthState Corp
Florida
$572K – – –
NHT
237
New Hampshire Trust
New Hampshire
$556K – – –
EFS
238
Essex Financial Services
Connecticut
$543K +$20K +411 +4%
SS
239
Sunbelt Securities
Texas
$535K -$7.22K -148 -1%
CASB
240
Cape Ann Savings Bank
Massachusetts
$535K -$7.32K -150 -1%
HWM
241
HB Wealth Management
Georgia
$532K – – –
OPWM
242
Oxinas Partners Wealth Management
Indiana
$530K +$83.2K +1,705 +19%
AA
243
Ancora Advisors
Ohio
$530K +$17.1K +350 +3%
KIA
244
KLR Investment Advisors
Rhode Island
$528K -$78.7K -1,694 -13%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$515K -$17.9K -367 -3%
FFA
246
Fortune Financial Advisors
Kansas
$509K +$138K +2,827 +37%
PI
247
PFG Investments
New York
$507K +$38.5K +790 +8%
AC
248
Anson Capital
Georgia
$495K +$439 +9 +0.1%
PWA
249
Prairie Wealth Advisors
Nebraska
$495K +$495K +10,147 New
ES
250
Eagle Strategies
New York
$492K +$492K +10,088 New
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10
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