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WisdomTree US MidCap Dividend Fund

438 hedge funds and large institutions have $2.34B invested in WisdomTree US MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 162 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+22
Holders Change %
+5.29%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
147
Reduced
162
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HT
226
Heritage Trust
Oklahoma
$694K +$694K +13,624 New
P
227
&Partners
Tennessee
$667K +$14.2K +277 +2%
FAIM
228
Financial Advocates Investment Management
Washington
$653K +$1.33K +26 +0.2%
AIA
229
AssuredPartners Investment Advisors
Florida
$638K +$638K +12,521 New
ADL
230
Asset Dedication LLC
California
$627K
Betterment LLC
231
Betterment LLC
New York
$622K -$22.5K -442 -3%
AF
232
Allworth Financial
California
$610K -$3.73K -71 -0.6%
UPS
233
UHLMANN PRICE SECURITIES
Illinois
$608K +$13K +256 +2%
HA
234
Hanover Advisors
South Carolina
$605K
NIWA
235
New Insight Wealth Advisors
California
$601K +$183K +3,590 +44%
SF
236
Summit Financial
New Jersey
$590K +$9.79K +192 +2%
SI
237
Saxon Interests
Texas
$585K -$160K -3,133 -21%
NHT
238
New Hampshire Trust
New Hampshire
$581K
RAM
239
Redmond Asset Management
Virginia
$579K +$76.3K +1,496 +15%
BRWA
240
B. Riley Wealth Advisors
Florida
$572K -$86.1K -1,690 -13%
HWM
241
HB Wealth Management
Georgia
$556K
Citigroup
242
Citigroup
New York
$551K -$220K -4,309 -28%
WB
243
West Bancorporation
Iowa
$550K -$267K -5,239 -33%
CASB
244
Cape Ann Savings Bank
Massachusetts
$549K
AC
245
Anson Capital
Georgia
$542K -$5.25K -103 -1%
SS
246
Sunbelt Securities
Texas
$542K
PA
247
Promethium Advisors
Maryland
$541K
AA
248
Ancora Advisors
Ohio
$537K -$10.2K -200 -2%
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$537K -$14.4K -282 -3%
DCM
250
DGS Capital Management
New Jersey
$520K -$107K -2,090 -17%