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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 %
GWP
326
Gateway Wealth Partners
Wisconsin
$206K -$74K -1,620 -26%
BJL
327
Brighton Jones LLC
Washington
$205K +$205K +4,492 New
AIM
328
Alhambra Investment Management
Florida
$204K +$204K +4,470 New
D
329
Diversified
Delaware
$203K +$203K +4,445 New
PCIA
330
Prime Capital Investment Advisors
Kansas
$201K +$201K +4,409 New
FMTC
331
Farmers & Merchants Trust Company
California
$201K +$201K +4,400 New
CT
332
Colonial Trust
South Carolina
$181K – – –
PA
333
PSI Advisors
Florida
$164K -$7.49K -164 -4%
CFD
334
Creative Financial Designs
Indiana
$139K +$15.9K +347 +13%
US Bancorp
335
US Bancorp
Minnesota
$133K -$10.4K -228 -7%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$132K -$51.9K -1,135 -28%
William Blair & Company
337
William Blair & Company
Illinois
$129K +$49.8K +1,091 +63%
IGWM
338
ICA Group Wealth Management
Colorado
$127K +$127K +2,778 New
VCM
339
Viewpoint Capital Management
Washington
$117K – – –
Franklin Resources
340
Franklin Resources
California
$114K -$5.71K -125 -5%
EWM
341
Evermay Wealth Management
Virginia
$111K -$19.9K -436 -15%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$104K +$29.4K +644 +39%
GRP
343
Global Retirement Partners
California
$103K +$72.1K +1,612 +230%
ASN
344
Advisory Services Network
Georgia
$94.4K +$94.4K +2,067 New
FCA
345
FinTrust Capital Advisors
South Carolina
$89.7K +$17.5K +384 +24%
OLVIG
346
Oliver Lagore Vanvalin Investment Group
Michigan
$86K -$59.4K -1,299 -41%
RG
347
Retirement Group
California
$84.5K +$228 +5 +0.3%
EWA
348
EverSource Wealth Advisors
Alabama
$82.7K – – –
AIP
349
Ameritas Investment Partners
Nebraska
$77K -$2.97K -65 -4%
GEA
350
Glen Eagle Advisors
New Jersey
$74.4K +$91 +2 +0.1%
12 13
14
15 16