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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 %
HIS
326
Harvest Investment Services
Illinois
$236K -$14.5K -297 -6%
SMC
327
Smith, Moore & Co
Missouri
$234K -$101K -2,070 -30%
RW
328
RVW Wealth
California
$231K -$45.1K -925 -16%
SFA
329
Sequoia Financial Advisors
Ohio
$230K – – –
QWM
330
Quadcap Wealth Management
Texas
$228K +$1.02K +21 +0.5%
FAB
331
First American Bank
Illinois
$224K – – –
BJL
332
Brighton Jones LLC
Washington
$220K +$1.27K +26 +0.6%
GWP
333
Gateway Wealth Partners
Wisconsin
$220K -$195 -4 -0.1%
TSS
334
Two Sigma Securities
New York
$220K +$220K +4,501 New
AIM
335
Alhambra Investment Management
Florida
$218K – – –
PCIA
336
Prime Capital Investment Advisors
Kansas
$215K – – –
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$209K -$56.3K -1,162 -21%
BAM
338
Berkshire Asset Management
Pennsylvania
$208K +$208K +4,257 New
RIP
339
RAM Investment Partners
Washington
$207K +$207K +4,245 New
EW
340
Evoke Wealth
California
$206K +$206K +4,227 New
FF
341
Farrell Financial
New York
$205K +$205K +4,211 New
FMTC
342
Farmers & Merchants Trust Company
California
$204K -$10.5K -216 -5%
FNBT
343
FineMark National Bank & Trust
Florida
$202K +$202K +4,140 New
SWM
344
Spire Wealth Management
Virginia
$191K +$5.71K +117 +3%
CT
345
Colonial Trust
South Carolina
$180K -$10.6K -218 -6%
PA
346
PSI Advisors
Florida
$175K +$49 +1 +0%
CFD
347
Creative Financial Designs
Indiana
$174K +$25.4K +521 +17%
FIM
348
Fernwood Investment Management
Massachusetts
$153K +$153K +3,135 New
US Bancorp
349
US Bancorp
Minnesota
$142K – – –
IGWM
350
ICA Group Wealth Management
Colorado
$142K +$6.54K +134 +5%
12 13
14
15 16