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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
+$27M
2
MWM
Modern Wealth Management
Kansas
+$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.02M
4
Ameriprise
Ameriprise
Minnesota
+$3.73M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.03M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$23.7M
2
SFC
Strategic Financial Concepts
Texas
-$16.5M
3
HNB
Huntington National Bank
Ohio
-$15.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$7.97M
5
Bank of America
Bank of America
North Carolina
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
251
Evanson Asset Management
California
$467K +$2.66K +52 +0.6%
PG
252
Patten Group
Tennessee
$455K -$4.65K -91 -1%
T
253
TNF
Montana
$446K +$1.49K +29 +0.3%
IA
254
IFP Advisors
Florida
$445K +$10.2K +200 +2%
IFWM
255
Institute for Wealth Management
Colorado
$443K -$30.6K -599 -6%
LWL
256
Leo Wealth LLC
Texas
$433K -$11.1K -217 -2%
E
257
ETFidea
New York
$433K -$18.8K -368 -4%
PTC
258
Private Trust Company
Ohio
$431K -$56.4K -1,103 -12%
ONB
259
Old National Bancorp
Indiana
$425K – – –
OIA
260
OneDigital Investment Advisors
Kansas
$425K +$23.4K +458 +6%
BWM
261
BCGM Wealth Management
Indiana
$420K +$1.64K +32 +0.4%
NIWA
262
New Insight Wealth Advisors
California
$419K -$6.39K -125 -2%
RSWA
263
Robinson Smith Wealth Advisors
Maine
$417K – – –
PFS
264
Prospera Financial Services
Texas
$415K +$1.18K +23 +0.3%
CCA
265
Clearwater Capital Advisors
Illinois
$415K – – –
CWA
266
Centennial Wealth Advisory
Michigan
$413K -$2.17M -42,473 -84%
FA
267
FSA Advisors
Michigan
$401K -$173K -3,704 -30%
BAM
268
Belpointe Asset Management
Nevada
$400K +$400K +7,817 New
GWM
269
Geneos Wealth Management
Colorado
$392K -$409 -8 -0.1%
CFG
270
Citizens Financial Group
Rhode Island
$389K -$88K -1,721 -18%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$379K +$69.8K +1,366 +23%
IWC
272
Integrated Wealth Concepts
Massachusetts
$375K -$16.7K -326 -4%
KWAG
273
Kiely Wealth Advisory Group
North Carolina
$373K +$373K +6,934 New
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$372K +$1.43K +28 +0.4%
Vontobel Holding
275
Vontobel Holding
Switzerland
$371K – – –
9 10
11
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