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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 %
PG
276
Patten Group
Tennessee
$412K -$41.8K -821 -9%
CWA
277
Centennial Wealth Advisory
Michigan
$409K -$2.85K -56 -0.7%
BAM
278
Belpointe Asset Management
Nevada
$393K
BI
279
Berkeley Inc
Idaho
$392K -$412K -8,090 -51%
GWM
280
Geneos Wealth Management
Colorado
$389K -$2.35K -46 -0.6%
AA
281
Armis Advisers
Georgia
$372K +$372K +7,301 New
RA
282
RFG Advisory
Alabama
$369K +$369K +7,240 New
IWC
283
Integrated Wealth Concepts
Massachusetts
$367K -$7.09K -139 -2%
Vontobel Holding
284
Vontobel Holding
Switzerland
$363K -$6.98K -137 -2%
WPC
285
Wedmont Private Capital
Pennsylvania
$360K +$100 +2 +0%
MAMG
286
Milestone Asset Management Group
Connecticut
$354K +$354K +6,944 New
SPC
287
Sigma Planning Corp
Michigan
$350K -$14.6K -287 -4%
RWB
288
RMR Wealth Builders
New Jersey
$348K -$1.17K -23 -0.3%
WIA
289
World Investment Advisors
California
$344K +$344K +6,756 New
KFI
290
Key Financial Inc
Pennsylvania
$341K -$21.4K -420 -6%
CIA
291
Concurrent Investment Advisors
Florida
$338K +$66.8K +1,311 +25%
WMA
292
Wealth Management Associates
New Jersey
$337K -$12.7K -249 -4%
SFC
293
Strategic Financial Concepts
Texas
$332K -$6.12K -120 -2%
FF
294
Friday Financial
Iowa
$332K +$332K +6,504 New
SF
295
Synovus Financial
Georgia
$329K -$245K -4,809 -43%
EFS
296
Essex Financial Services
Connecticut
$320K +$612 +12 +0.2%
CA
297
Calton & Associates
Florida
$313K +$35.9K +704 +13%
EFA
298
Edge Financial Advisors
Illinois
$310K +$1.89K +37 +0.6%
NA
299
NewEdge Advisors
Louisiana
$310K -$258K -5,057 -45%
MA
300
MONECO Advisors
Connecticut
$309K +$1.33K +26 +0.4%