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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 %
WPC
276
Wedmont Private Capital
Pennsylvania
$367K +$2.79K +55 +0.8%
SPC
277
Sigma Planning Corp
Michigan
$366K +$2.2K +43 +0.6%
KFI
278
Key Financial Inc
Pennsylvania
$364K – – –
FFA
279
Fragasso Financial Advisors
Pennsylvania
$362K +$4.09K +80 +1%
SFA
280
Source Financial Advisors
New York
$357K – – –
WMA
281
Wealth Management Associates
New Jersey
$351K +$307 +6 +0.1%
RWB
282
RMR Wealth Builders
New Jersey
$350K +$18K +352 +5%
SFC
283
Strategic Financial Concepts
Texas
$339K -$16.5M -322,731 -98%
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$329K -$67.6K -1,323 -17%
RWA
285
Rooted Wealth Advisors
Illinois
$329K -$2.02M -39,850 -86%
EFS
286
Essex Financial Services
Connecticut
$321K -$216K -4,215 -40%
PAS
287
Park Avenue Securities
New York
$316K +$316K +6,182 New
HIP
288
HUB Investment Partners
Texas
$314K -$4.96K -97 -2%
FIA
289
Foundations Investment Advisors
Arizona
$311K +$36.6K +716 +13%
MA
290
MONECO Advisors
Connecticut
$309K +$3.63K +71 +1%
EFA
291
Edge Financial Advisors
Illinois
$309K +$309K +6,042 New
William Blair & Company
292
William Blair & Company
Illinois
$306K +$35.8K +701 +13%
WAM
293
Weinberger Asset Management
California
$304K -$35.7K -698 -11%
IRC
294
Investors Research Corp
Georgia
$301K -$1.03M -20,094 -77%
HP
295
Holistic Planning
Texas
$292K – – –
MA
296
MCF Advisors
Kentucky
$290K – – –
SFI
297
SPC Financial Inc
Maryland
$286K – – –
CA
298
Calton & Associates
Florida
$278K -$38.2K -747 -12%
CT
299
Colonial Trust
South Carolina
$277K +$98.8K +1,934 +55%
CCA
300
Clarity Capital Advisors
Florida
$274K +$1.59K +31 +0.6%
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