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WisdomTree US MidCap Dividend Fund
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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 %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$292K – – –
NW
302
NewEdge Wealth
Pennsylvania
$291K – – –
MA
303
MONECO Advisors
Connecticut
$290K -$488 -10 -0.2%
MIM
304
MTM Investment Management
South Carolina
$289K -$1.85K -38 -0.6%
GAA
305
Global Assets Advisory
Florida
$286K +$286K +13,845 New
HP
306
Holistic Planning
Texas
$279K -$4.1K -84 -1%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$277K +$277K +5,680 New
MA
308
MCF Advisors
Kentucky
$277K – – –
CA
309
Claro Advisors
Massachusetts
$274K -$1.85K -38 -0.7%
SFI
310
SPC Financial Inc
Maryland
$273K -$19.2K -394 -7%
ANTB
311
AMG National Trust Bank
Colorado
$272K +$272K +5,568 New
SAW
312
Signal Advisors Wealth
Michigan
$271K +$271K +5,547 New
DWP
313
Daymark Wealth Partners
Ohio
$268K -$8.88K -182 -3%
Jane Street
314
Jane Street
New York
$265K -$411K -8,436 -61%
FIA
315
Foundations Investment Advisors
Arizona
$264K +$2.68K +55 +1%
CCA
316
Clarity Capital Advisors
Florida
$259K +$1.46K +30 +0.6%
NL
317
NWAM LLC
Washington
$259K +$239 +5 +0.1%
D
318
Diversified
Delaware
$258K +$41.7K +855 +19%
KV
319
Kickstand Ventures
New York
$253K -$1.32K -27 -0.5%
BFG
320
Berger Financial Group
Minnesota
$249K +$249K +5,103 New
CA
321
CoreCap Advisors
Michigan
$247K -$39.9K -818 -14%
CAWM
322
Capital Advisors Wealth Management
Washington
$246K -$3.95K -81 -2%
AA
323
Argent Advisors
Louisiana
$245K -$9.75K -200 -4%
WFAG
324
Worth Financial Advisory Group
North Carolina
$243K +$1.8K +37 +0.7%
MC
325
Moors & Cabot
Massachusetts
$243K +$243K +4,979 New
11 12
13
14 15