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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 %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$9.14K +200 +3%
GWM
277
Geneos Wealth Management
Colorado
$340K +$228 +5 +0.1%
USCWA
278
U.S. Capital Wealth Advisors
Texas
$331K -$47.7K -1,043 -13%
KFI
279
Key Financial Inc
Pennsylvania
$329K +$19.6K +430 +6%
Vontobel Holding
280
Vontobel Holding
Switzerland
$329K – – –
SFA
281
Source Financial Advisors
New York
$319K – – –
SF
282
Summit Financial
New Jersey
$315K -$10.7K -233 -3%
SMC
283
Smith, Moore & Co
Missouri
$313K +$313K +6,859 New
IWC
284
Integrated Wealth Concepts
Massachusetts
$312K +$2.51K +55 +0.8%
Renaissance Technologies
285
Renaissance Technologies
New York
$311K -$178K -3,900 -36%
WA
286
Wambolt & Associates
Colorado
$311K -$153K -3,352 -33%
WMA
287
Wealth Management Associates
New Jersey
$308K +$308K +6,734 New
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$308K -$18.2K -398 -6%
CIBC World Market
289
CIBC World Market
Ontario, Canada
$307K -$21.6K -473 -7%
SF
290
Synovus Financial
Georgia
$305K -$3.3M -72,199 -92%
FFA
291
Fragasso Financial Advisors
Pennsylvania
$304K -$274 -6 -0.1%
GVAG
292
Great Valley Advisor Group
Delaware
$302K +$302K +6,609 New
MCCP
293
Mission Creek Capital Partners
California
$299K -$23.8K -520 -7%
HIP
294
HUB Investment Partners
Texas
$294K – – –
CA
295
Calton & Associates
Florida
$291K +$291K +6,366 New
CSA
296
Cottage Street Advisors
Massachusetts
$289K -$45.7K -1,000 -14%
NW
297
NewEdge Wealth
Pennsylvania
$285K – – –
RWB
298
RMR Wealth Builders
New Jersey
$278K +$1.97K +43 +0.7%
SFI
299
SPC Financial Inc
Maryland
$274K – – –
Neuberger Berman Group
300
Neuberger Berman Group
New York
$273K – – –
10 11
12
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