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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$77.7M
2
Wells Fargo
Wells Fargo
California
$50M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$9.09M
4
Citadel Advisors
Citadel Advisors
Florida
$5.83M
5
LPL Financial
LPL Financial
California
$88M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.3M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
SL
Salomon & Ludwin
Virginia
$2.9M
5
WB
West Bancorporation
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$275K -$4.68K -100 -2%
MA
302
MCF Advisors
Kentucky
$265K – – –
SFI
303
SPC Financial Inc
Maryland
$262K – – –
ANTB
304
AMG National Trust Bank
Colorado
$260K – – –
DWP
305
Daymark Wealth Partners
Ohio
$253K -$3.84K -82 -1%
IWN
306
Independent Wealth Network
Iowa
$252K -$220K -4,696 -47%
FIA
307
Foundations Investment Advisors
Arizona
$251K -$1.96K -42 -0.8%
CCA
308
Clarity Capital Advisors
Florida
$250K +$1.5K +32 +0.6%
CSA
309
Cottage Street Advisors
Massachusetts
$249K -$46.8K -1,000 -16%
D
310
Diversified
Delaware
$248K – – –
William Blair & Company
311
William Blair & Company
Illinois
$247K +$188K +4,025 +322%
KV
312
Kickstand Ventures
New York
$241K -$1.96K -42 -0.8%
BFG
313
Berger Financial Group
Minnesota
$239K +$47 +1 +0%
CAWM
314
Capital Advisors Wealth Management
Washington
$237K +$1.03K +22 +0.4%
WFAG
315
Worth Financial Advisory Group
North Carolina
$235K +$1.82K +39 +0.8%
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$234K -$28.4K -615 -11%
CA
317
CoreCap Advisors
Michigan
$232K -$4.68K -100 -2%
MC
318
Moors & Cabot
Massachusetts
$228K -$4.63K -99 -2%
CIA
319
Concurrent Investment Advisors
Florida
$224K +$224K +4,797 New
SMC
320
Smith, Moore & Co
Missouri
$224K – – –
RW
321
RVW Wealth
California
$221K – – –
SFA
322
Sequoia Financial Advisors
Ohio
$220K +$47 +1 +0%
AA
323
Argent Advisors
Louisiana
$220K -$15K -320 -6%
HIS
324
Harvest Investment Services
Illinois
$219K -$6.6K -141 -3%
QWM
325
Quadcap Wealth Management
Texas
$219K +$281 +6 +0.1%
11 12
13
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