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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 %
PFS
276
Prospera Financial Services
Texas
$378K +$1.17K +25 +0.3%
BI
277
Berkeley Inc
Idaho
$369K -$80K -1,710 -18%
OIA
278
OneDigital Investment Advisors
Kansas
$367K -$10.1K -217 -3%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$363K +$3.09K +66 +0.9%
GWM
280
Geneos Wealth Management
Colorado
$359K +$10.8K +230 +3%
IWC
281
Integrated Wealth Concepts
Massachusetts
$358K +$8.61K +184 +2%
WPC
282
Wedmont Private Capital
Pennsylvania
$346K +$346K +7,175 New
Vontobel Holding
283
Vontobel Holding
Switzerland
$340K -$1.96K -42 -0.6%
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$339K +$36.6K +783 +12%
HF
285
HRT Financial
New York
$337K +$337K +7,215 New
SPC
286
Sigma Planning Corp
Michigan
$333K +$655 +14 +0.2%
KFI
287
Key Financial Inc
Pennsylvania
$333K -$51.9K -1,109 -13%
FFA
288
Fragasso Financial Advisors
Pennsylvania
$327K +$748 +16 +0.2%
SFA
289
Source Financial Advisors
New York
$327K
WMA
290
Wealth Management Associates
New Jersey
$320K
WAM
291
Weinberger Asset Management
California
$311K +$1.31K +28 +0.4%
SF
292
Synovus Financial
Georgia
$305K -$1.96K -42 -0.6%
RWB
293
RMR Wealth Builders
New Jersey
$304K +$4.12K +88 +1%
HIP
294
HUB Investment Partners
Texas
$292K
NW
295
NewEdge Wealth
Pennsylvania
$291K
CA
296
Calton & Associates
Florida
$289K -$11.4K -244 -4%
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
$283K +$179K +3,830 +173%
MA
298
MONECO Advisors
Connecticut
$279K +$1.22K +26 +0.4%
HP
299
Holistic Planning
Texas
$279K
MIM
300
MTM Investment Management
South Carolina
$277K