DON icon

WisdomTree US MidCap Dividend Fund
DON

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 %
CCA
276
Clearwater Capital Advisors
Illinois
$394K -$25.1K -514 -6%
OIA
277
OneDigital Investment Advisors
Kansas
$394K -$3.46K -71 -0.9%
PFS
278
Prospera Financial Services
Texas
$393K +$17.6K +361 +5%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$376K +$8.49K +174 +2%
FPAS
280
Focus Partners Advisor Solutions
Missouri
$369K +$369K +7,575 New
IWC
281
Integrated Wealth Concepts
Massachusetts
$364K +$31K +635 +9%
GWM
282
Geneos Wealth Management
Colorado
$363K +$195 +4 +0.1%
SFC
283
Strategic Financial Concepts
Texas
$363K +$363K +7,451 New
Vontobel Holding
284
Vontobel Holding
Switzerland
$356K +$5.32K +109 +2%
USCWA
285
U.S. Capital Wealth Advisors
Texas
$354K – – –
SPC
286
Sigma Planning Corp
Michigan
$346K +$346K +7,101 New
SFA
287
Source Financial Advisors
New York
$341K – – –
FFA
288
Fragasso Financial Advisors
Pennsylvania
$341K +$16K +329 +5%
LWL
289
Leo Wealth LLC
Texas
$326K -$53.7K -1,108 -14%
WAM
290
Weinberger Asset Management
California
$322K +$39.9K +819 +14%
SF
291
Synovus Financial
Georgia
$321K -$5.37K -110 -2%
WMA
292
Wealth Management Associates
New Jersey
$320K +$5.43K +116 +2%
MCCP
293
Mission Creek Capital Partners
California
$319K -$488 -10 -0.2%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$315K -$13.1K -268 -4%
CA
295
Calton & Associates
Florida
$313K +$2.68K +55 +0.9%
RWB
296
RMR Wealth Builders
New Jersey
$312K +$15.4K +315 +5%
CSA
297
Cottage Street Advisors
Massachusetts
$308K – – –
HIP
298
HUB Investment Partners
Texas
$304K -$9.32K -191 -3%
PAS
299
Park Avenue Securities
New York
$295K +$5.12K +105 +2%
EFA
300
Edge Financial Advisors
Illinois
$294K +$294K +6,036 New
10 11
12
13 14