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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

409 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
24
Increased
144
Reduced
171
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$77.7M
2
Wells Fargo
Wells Fargo
California
+$5.95M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$5.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.5M
5
LPL Financial
LPL Financial
California
+$3.47M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.6M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$10.5M
3
Morgan Stanley
Morgan Stanley
New York
-$6.98M
4
SL
Salomon & Ludwin
Virginia
-$2.73M
5
WB
West Bancorporation
Iowa
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
FSA Advisors
Michigan
$599K – – –
Betterment LLC
227
Betterment LLC
New York
$596K +$36.2K +774 +6%
HT
228
Heritage Trust
Oklahoma
$592K -$28.9K -617 -5%
GI
229
Gradient Investments
Minnesota
$591K +$591K +12,627 New
Cerity Partners
230
Cerity Partners
New York
$589K +$204K +4,371 +53%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$579K -$702 -15 -0.1%
ADL
232
Asset Dedication LLC
California
$575K – – –
FFA
233
Fortune Financial Advisors
Kansas
$567K +$79.2K +1,694 +16%
BlackRock
234
BlackRock
New York
$561K – – –
FPAS
235
Focus Partners Advisor Solutions
Missouri
$561K +$207K +4,425 +58%
HA
236
Hanover Advisors
South Carolina
$555K -$14K -300 -2%
BA
237
Bridge Advisory
California
$548K -$52.7K -1,127 -9%
NHT
238
New Hampshire Trust
New Hampshire
$533K – – –
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$525K -$29.4K -629 -5%
HWM
240
HB Wealth Management
Georgia
$511K – – –
Invesco
241
Invesco
Georgia
$504K -$96.2K -2,056 -16%
CASB
242
Cape Ann Savings Bank
Massachusetts
$504K -$9.17K -196 -2%
AA
243
Ancora Advisors
Ohio
$503K -$5.19K -111 -1%
EFS
244
Essex Financial Services
Connecticut
$499K -$31K -650 -6%
SS
245
Sunbelt Securities
Texas
$499K -$14.3K -306 -3%
IAN
246
Integrated Advisors Network
Texas
$493K -$72.5K -1,550 -13%
AC
247
Anson Capital
Georgia
$489K +$14.4K +308 +3%
PI
248
PFG Investments
New York
$488K +$2.01K +43 +0.4%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$477K -$18.1K -387 -4%
WWM
250
Western Wealth Management
Colorado
$474K +$6.55K +140 +1%
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