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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 %
IFWM
251
Institute for Wealth Management
Colorado
$444K -$3.24K -71 -0.7%
PI
252
PFG Investments
New York
$439K +$2.24K +49 +0.5%
AIM
253
Aspen Investment Management
Michigan
$438K – – –
PTC
254
Private Trust Company
Ohio
$436K +$822 +18 +0.2%
SC
255
Savant Capital
Illinois
$434K -$2.29K -50 -0.5%
VPP
256
Vertex Planning Partners
Illinois
$428K +$1.01K +22 +0.2%
IA
257
IFP Advisors
Florida
$428K -$37.1K -812 -8%
CFG
258
Citizens Financial Group
Rhode Island
$427K -$145K -3,180 -25%
AT
259
Arden Trust
Delaware
$421K -$16.7K -366 -4%
OPWM
260
Oxinas Partners Wealth Management
Indiana
$418K +$160K +3,497 +62%
PG
261
Patten Group
Tennessee
$411K +$15.1K +331 +4%
EAM
262
Evanson Asset Management
California
$410K +$2.83K +62 +0.7%
T
263
TNF
Montana
$393K +$1.55K +34 +0.4%
CCA
264
Clearwater Capital Advisors
Illinois
$393K – – –
GC
265
Guidance Capital
Kentucky
$382K +$32.4K +708 +9%
BWM
266
BCGM Wealth Management
Indiana
$381K -$18.1K -397 -5%
ONB
267
Old National Bancorp
Indiana
$380K – – –
Cerity Partners
268
Cerity Partners
New York
$375K +$375K +8,209 New
RSWA
269
Robinson Smith Wealth Advisors
Maine
$373K +$373K +8,161 New
OIA
270
OneDigital Investment Advisors
Kansas
$372K +$17.7K +388 +5%
LWL
271
Leo Wealth LLC
Texas
$367K +$367K +7,832 New
NIWA
272
New Insight Wealth Advisors
California
$355K +$355K +7,765 New
FA
273
FSA Advisors
Michigan
$354K +$354K +7,750 New
PFS
274
Prospera Financial Services
Texas
$352K +$594 +13 +0.2%
FFA
275
Fortune Financial Advisors
Kansas
$348K +$18.2K +399 +6%
9 10
11
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