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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 %
IWN
251
Independent Wealth Network
Iowa
$491K -$11.4K -234 -2%
RAM
252
Redmond Asset Management
Virginia
$489K +$10K +206 +2%
WWM
253
Western Wealth Management
Colorado
$488K -$1.46K -30 -0.3%
PT
254
Plimoth Trust
Massachusetts
$485K -$151K -3,095 -24%
AIM
255
Aspen Investment Management
Michigan
$476K +$8.05K +165 +2%
BI
256
Berkeley Inc
Idaho
$468K -$7.9K -162 -2%
IFWM
257
Institute for Wealth Management
Colorado
$466K -$7.41K -152 -2%
PTC
258
Private Trust Company
Ohio
$465K – – –
SC
259
Savant Capital
Illinois
$465K +$2.34K +48 +0.5%
VPP
260
Vertex Planning Partners
Illinois
$458K +$878 +18 +0.2%
CFG
261
Citizens Financial Group
Rhode Island
$455K – – –
CIBC World Market
262
CIBC World Market
Ontario, Canada
$455K +$127K +2,601 +39%
SF
263
Summit Financial
New Jersey
$451K +$115K +2,360 +34%
AT
264
Arden Trust
Delaware
$450K – – –
IA
265
IFP Advisors
Florida
$445K -$11.4K -233 -2%
EAM
266
Evanson Asset Management
California
$440K +$2.49K +51 +0.6%
PG
267
Patten Group
Tennessee
$438K -$829 -17 -0.2%
E
268
ETFidea
New York
$431K -$191K -3,920 -31%
NIWA
269
New Insight Wealth Advisors
California
$411K +$32.7K +670 +9%
BWM
270
BCGM Wealth Management
Indiana
$408K +$1.61K +33 +0.4%
ONB
271
Old National Bancorp
Indiana
$406K – – –
T
272
TNF
Montana
$405K +$1.17K +25 +0.3%
Cerity Partners
273
Cerity Partners
New York
$401K +$683 +14 +0.2%
KFI
274
Key Financial Inc
Pennsylvania
$401K +$49.6K +1,017 +14%
RSWA
275
Robinson Smith Wealth Advisors
Maine
$398K – – –
9 10
11
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