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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
$123M
2
MWM
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$10.8M
2
SFC
Strategic Financial Concepts
Texas
$339K
3
HNB
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
Concurrent Investment Advisors
Florida
$272K +$26.9K +527 +11%
CAWM
302
Capital Advisors Wealth Management
Washington
$272K +$12.6K +247 +5%
CSA
303
Cottage Street Advisors
Massachusetts
$272K – – –
OP
304
ORG Partners
Indiana
$268K +$268K +5,250 New
Neuberger Berman Group
305
Neuberger Berman Group
New York
$266K -$34.2K -669 -11%
KV
306
Kickstand Ventures
New York
$263K – – –
D
307
Diversified
Delaware
$262K -$9.2K -180 -3%
DE
308
Diversified Enterprises
Delaware
$262K +$262K +5,120 New
BFG
309
Berger Financial Group
Minnesota
$261K +$51 +1 +0%
MC
310
Moors & Cabot
Massachusetts
$260K +$10.2K +200 +4%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$259K +$102 +2 +0%
WFAG
312
Worth Financial Advisory Group
North Carolina
$257K +$256 +5 +0.1%
DWP
313
Daymark Wealth Partners
Ohio
$255K -$22.1K -432 -8%
SMC
314
Smith, Moore & Co
Missouri
$245K – – –
SWP
315
Stratos Wealth Partners
Ohio
$245K +$245K +4,782 New
RW
316
RVW Wealth
California
$242K – – –
SFA
317
Sequoia Financial Advisors
Ohio
$241K – – –
AA
318
Argent Advisors
Louisiana
$241K – – –
QWM
319
Quadcap Wealth Management
Texas
$241K +$1.07K +21 +0.4%
MIM
320
MTM Investment Management
South Carolina
$239K -$63.7K -1,245 -21%
CA
321
CoreCap Advisors
Michigan
$237K -$16.4K -320 -6%
HIS
322
Harvest Investment Services
Illinois
$236K -$4.04K -79 -2%
BJL
323
Brighton Jones LLC
Washington
$233K -$1.02K -20 -0.4%
AIM
324
Alhambra Investment Management
Florida
$229K – – –
TIAA Trust, National Association
325
TIAA Trust, National Association
North Carolina
$228K -$4.24K -83 -2%
11 12
13
14 15