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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 %
AQR Capital Management
251
AQR Capital Management
Connecticut
$517K +$517K +10,145 New
IAN
252
Integrated Advisors Network
Texas
$512K
PT
253
Plimoth Trust
Massachusetts
$499K -$3.06K -60 -0.6%
AIM
254
Aspen Investment Management
Michigan
$491K
PI
255
PFG Investments
New York
$487K -$113K -2,217 -19%
VPP
256
Vertex Planning Partners
Illinois
$486K +$968 +19 +0.2%
EAM
257
Evanson Asset Management
California
$468K +$2.85K +56 +0.6%
WWM
258
Western Wealth Management
Colorado
$467K -$1.09M -21,478 -70%
Invesco
259
Invesco
Georgia
$460K -$6.37K -125 -1%
IA
260
IFP Advisors
Florida
$444K +$51 +1 +0%
FHA
261
Flagship Harbor Advisors
Massachusetts
$444K -$68.8K -1,349 -13%
IFWM
262
Institute for Wealth Management
Colorado
$432K -$9.94K -195 -2%
LWL
263
Leo Wealth LLC
Texas
$432K
PTC
264
Private Trust Company
Ohio
$430K
GSWM
265
Golden State Wealth Management
California
$427K +$427K +8,372 New
ONB
266
Old National Bancorp
Indiana
$424K
FA
267
FSA Advisors
Michigan
$423K -$14.1K -276 -3%
BWM
268
BCGM Wealth Management
Indiana
$421K +$1.78K +35 +0.4%
OIA
269
OneDigital Investment Advisors
Kansas
$420K -$3.52K -69 -0.8%
CFG
270
Citizens Financial Group
Rhode Island
$419K +$30.9K +606 +8%
PAS
271
Park Avenue Securities
New York
$419K +$104K +2,030 +33%
RIP
272
Reliant Investment Partners
North Carolina
$417K +$417K +8,182 New
RSWA
273
Robinson Smith Wealth Advisors
Maine
$416K
PFS
274
Prospera Financial Services
Texas
$415K +$1.33K +26 +0.3%
TCG
275
Transcendent Capital Group
Oklahoma
$413K +$410K +4,820 +12,684%