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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 %
CCA
301
Clearwater Capital Advisors
Illinois
$308K -$106K -2,078 -26%
DE
302
Diversified Enterprises
Delaware
$305K +$43.8K +859 +17%
William Blair & Company
303
William Blair & Company
Illinois
$305K
WAM
304
Weinberger Asset Management
California
$304K +$1.48K +29 +0.5%
HIP
305
HUB Investment Partners
Texas
$299K -$13.9K -272 -4%
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$293K +$293K +5,739 New
Citadel Advisors
307
Citadel Advisors
Florida
$292K +$292K +5,732 New
IRC
308
Investors Research Corp
Georgia
$290K -$9.84K -193 -3%
MA
309
MCF Advisors
Kentucky
$289K
FFA
310
Fragasso Financial Advisors
Pennsylvania
$289K -$72.3K -1,419 -20%
SFI
311
SPC Financial Inc
Maryland
$285K
CT
312
Colonial Trust
South Carolina
$284K
WFAG
313
Worth Financial Advisory Group
North Carolina
$277K +$20.6K +404 +8%
CCA
314
Clarity Capital Advisors
Florida
$274K +$612 +12 +0.2%
FIA
315
Foundations Investment Advisors
Arizona
$272K -$38.3K -751 -12%
CSA
316
Cottage Street Advisors
Massachusetts
$271K +$51 +1 +0%
RWA
317
Rooted Wealth Advisors
Illinois
$271K -$57.7K -1,139 -18%
TIAA Trust, National Association
318
TIAA Trust, National Association
North Carolina
$267K +$39.8K +781 +18%
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$66.3K -1,300 -20%
PFA
320
Portland Financial Advisors
New York
$262K +$262K +5,139 New
Neuberger Berman Group
321
Neuberger Berman Group
New York
$261K -$5.1K -100 -2%
MC
322
Moors & Cabot
Massachusetts
$259K +$51 +1 +0%
DWP
323
Daymark Wealth Partners
Ohio
$255K +$968 +19 +0.4%
CAWM
324
Capital Advisors Wealth Management
Washington
$251K -$20.6K -405 -8%
KV
325
Kickstand Ventures
New York
$248K -$14.1K -277 -5%