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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

416 hedge funds and large institutions have $2.02B invested in WisdomTree US MidCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 170 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
41
Increased
141
Reduced
170
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$123M
2
MWM
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$10.8M
2
SFC
Strategic Financial Concepts
Texas
$339K
3
HNB
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
UPS
226
UHLMANN PRICE SECURITIES
Illinois
$597K +$597K +11,678 New
BA
227
Bridge Advisory
California
$593K -$5.37K -105 -0.9%
PCS
228
Personal CFO Solutions
New Jersey
$586K -$102K -2,000 -15%
NHT
229
New Hampshire Trust
New Hampshire
$583K – – –
SF
230
Summit Financial
New Jersey
$582K +$110K +2,144 +23%
SF
231
Synovus Financial
Georgia
$576K +$242K +4,737 +73%
NA
232
NewEdge Advisors
Louisiana
$569K -$113K -2,212 -17%
HWM
233
HB Wealth Management
Georgia
$558K – – –
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$553K -$20.6K -403 -4%
CASB
235
Cape Ann Savings Bank
Massachusetts
$551K – – –
AA
236
Ancora Advisors
Ohio
$549K -$256 -5 -0%
AC
237
Anson Capital
Georgia
$549K +$14.3K +280 +3%
SS
238
Sunbelt Securities
Texas
$546K – – –
PA
239
Promethium Advisors
Maryland
$543K +$543K +10,621 New
NS
240
NBC Securities
Alabama
$531K -$625K -12,238 -54%
FHA
241
Flagship Harbor Advisors
Massachusetts
$514K +$514K +10,058 New
IAN
242
Integrated Advisors Network
Texas
$514K -$24.8K -485 -5%
SC
243
Savant Capital
Illinois
$512K +$7.16K +140 +1%
PWA
244
Prairie Wealth Advisors
Nebraska
$505K – – –
RAM
245
Redmond Asset Management
Virginia
$504K +$15.4K +302 +3%
PT
246
Plimoth Trust
Massachusetts
$504K -$1.53K -30 -0.3%
AIM
247
Aspen Investment Management
Michigan
$492K -$5.11K -100 -1%
TRCT
248
Tower Research Capital (TRC)
New York
$490K -$389K -7,608 -44%
VPP
249
Vertex Planning Partners
Illinois
$486K +$4.96K +97 +1%
Invesco
250
Invesco
Georgia
$467K -$83.9K -1,640 -15%
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