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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 %
FAB
326
First American Bank
Illinois
$215K – – –
BJL
327
Brighton Jones LLC
Washington
$214K +$2.48K +53 +1%
PCIA
328
Prime Capital Investment Advisors
Kansas
$213K +$7.02K +150 +3%
GWP
329
Gateway Wealth Partners
Wisconsin
$213K +$1.64K +35 +0.8%
TC
330
TownSquare Capital
Utah
$212K +$212K +4,542 New
TIAA Trust, National Association
331
TIAA Trust, National Association
North Carolina
$212K +$212K +4,538 New
AIM
332
Alhambra Investment Management
Florida
$209K – – –
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$201K +$881 +19 +0.4%
PA
334
PSI Advisors
Florida
$168K +$94 +2 +0.1%
CFD
335
Creative Financial Designs
Indiana
$167K -$468 -10 -0.3%
SWM
336
Spire Wealth Management
Virginia
$165K -$18.2K -389 -10%
CT
337
Colonial Trust
South Carolina
$163K -$9.96K -214 -6%
US Bancorp
338
US Bancorp
Minnesota
$147K +$10.5K +224 +8%
BFEC
339
Benjamin F. Edwards & Company
Missouri
$135K +$140 +3 +0.1%
FCA
340
FinTrust Capital Advisors
South Carolina
$131K +$17.2K +368 +15%
VCM
341
Viewpoint Capital Management
Washington
$119K – – –
Franklin Resources
342
Franklin Resources
California
$114K – – –
BCWM
343
Bartlett & Co Wealth Management
Ohio
$105K – – –
EWA
344
EverSource Wealth Advisors
Alabama
$90.7K – – –
MSS
345
Mitchell Sinkler & Starr
Pennsylvania
$88.2K – – –
PFP
346
Pinnacle Financial Partners
Tennessee
$78K – – –
BF
347
BOK Financial
Oklahoma
$69.8K – – –
GEA
348
Glen Eagle Advisors
New Jersey
$69.6K -$6.78K -145 -9%
PWA
349
Provenance Wealth Advisors
Florida
$68.7K – – –
EW
350
Element Wealth
Mississippi
$67.6K +$421 +9 +0.6%
12 13
14
15 16