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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
P
251
&Partners
Tennessee
$470K +$470K +10,046 New
PT
252
Plimoth Trust
Massachusetts
$462K -$3.04K -65 -0.7%
PWA
253
Prairie Wealth Advisors
Nebraska
$462K -$12.4K -266 -3%
SC
254
Savant Capital
Illinois
$461K +$15.3K +328 +3%
AIM
255
Aspen Investment Management
Michigan
$455K -$1.4K -30 -0.3%
RAM
256
Redmond Asset Management
Virginia
$447K -$21.8K -466 -5%
PTC
257
Private Trust Company
Ohio
$446K
VPP
258
Vertex Planning Partners
Illinois
$440K +$935 +20 +0.2%
CFG
259
Citizens Financial Group
Rhode Island
$437K
IFWM
260
Institute for Wealth Management
Colorado
$434K -$13.6K -290 -3%
SF
261
Summit Financial
New Jersey
$432K
EAM
262
Evanson Asset Management
California
$425K +$2.62K +56 +0.6%
PG
263
Patten Group
Tennessee
$420K +$47 +1 +0%
T
264
TNF
Montana
$419K +$1.55K +32 +0.4%
E
265
ETFidea
New York
$413K +$140 +3 +0%
CIBC World Market
266
CIBC World Market
Ontario, Canada
$405K -$31.2K -668 -7%
LWL
267
Leo Wealth LLC
Texas
$403K +$90.9K +1,959 +29%
IA
268
IFP Advisors
Florida
$398K -$29.1K -623 -7%
HCP
269
Holt Capital Partners
Texas
$396K -$1.67M -35,643 -81%
NIWA
270
New Insight Wealth Advisors
California
$389K -$5.38K -115 -1%
ONB
271
Old National Bancorp
Indiana
$389K
AT
272
Arden Trust
Delaware
$385K -$46.6K -996 -11%
BWM
273
BCGM Wealth Management
Indiana
$383K -$8.61K -184 -2%
RSWA
274
Robinson Smith Wealth Advisors
Maine
$382K
CCA
275
Clearwater Capital Advisors
Illinois
$379K +$1.59K +34 +0.4%