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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
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$6.27M
2
HNB
Huntington National Bank
Ohio
$14.5M
3
Bank of America
Bank of America
North Carolina
$194M
4
Osaic Holdings
Osaic Holdings
Arizona
$23.5M
5
FPIS
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
301
MTM Investment Management
South Carolina
$272K – – –
MA
302
MONECO Advisors
Connecticut
$272K +$46 +1 +0%
PAS
303
Park Avenue Securities
New York
$272K -$777 -17 -0.3%
CA
304
CoreCap Advisors
Michigan
$269K +$15.7K +344 +6%
HP
305
Holistic Planning
Texas
$265K +$265K +5,796 New
WAM
306
Weinberger Asset Management
California
$265K -$64.8K -1,418 -20%
DWP
307
Daymark Wealth Partners
Ohio
$260K +$457 +10 +0.2%
MA
308
MCF Advisors
Kentucky
$259K – – –
CA
309
Claro Advisors
Massachusetts
$258K +$258K +5,657 New
RW
310
RVW Wealth
California
$258K – – –
BOSSRA
311
B.O.S.S. Retirement Advisors
Utah
$255K +$255K +5,575 New
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$251K +$251K +5,483 New
NL
313
NWAM LLC
Washington
$247K +$274 +6 +0.1%
CCA
314
Clarity Capital Advisors
Florida
$241K +$241K +5,274 New
FIA
315
Foundations Investment Advisors
Arizona
$241K -$154K -3,425 -39%
AA
316
Argent Advisors
Louisiana
$239K – – –
KV
317
Kickstand Ventures
New York
$238K -$7.04K -154 -3%
CAWM
318
Capital Advisors Wealth Management
Washington
$235K -$3.47K -76 -1%
HIS
319
Harvest Investment Services
Illinois
$234K -$4.25K -93 -2%
WFAG
320
Worth Financial Advisory Group
North Carolina
$226K -$7.08K -155 -3%
TRCT
321
Tower Research Capital (TRC)
New York
$218K +$10.4K +227 +5%
SFA
322
Sequoia Financial Advisors
Ohio
$215K -$46.9K -1,026 -18%
QWM
323
Quadcap Wealth Management
Texas
$213K +$213K +4,660 New
FAB
324
First American Bank
Illinois
$210K +$210K +4,596 New
WH
325
Willner & Heller
California
$208K +$208K +4,547 New
11 12
13
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