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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
326
Prime Capital Investment Advisors
Kansas
$225K -$7.67K -150 -3%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$223K +$920 +18 +0.4%
RIP
328
RAM Investment Partners
Washington
$217K +$217K +4,245 New
EW
329
Evoke Wealth
California
$216K +$216K +4,227 New
ESB
330
Essex Savings Bank
Connecticut
$215K +$215K +4,200 New
FF
331
Farrell Financial
New York
$214K +$214K +3,999 New
FMTC
332
Farmers & Merchants Trust Company
California
$214K +$214K +4,184 New
WH
333
Willner & Heller
California
$211K +$211K +4,117 New
MAM
334
MWA Asset Management
Massachusetts
$208K +$208K +4,071 New
NFA
335
Northern Financial Advisors
Michigan
$207K +$207K +4,044 New
PPP
336
Private Portfolio Partners
New Jersey
$206K +$206K +4,036 New
IWN
337
Independent Wealth Network
Iowa
$203K -$72.4K -1,416 -26%
SWM
338
Spire Wealth Management
Virginia
$181K +$460 +9 +0.3%
US Bancorp
339
US Bancorp
Minnesota
$176K +$15.2K +298 +9%
FCA
340
FinTrust Capital Advisors
South Carolina
$175K +$32.4K +634 +23%
PA
341
PSI Advisors
Florida
$147K -$36.5K -714 -20%
CAM
342
Costello Asset Management
Pennsylvania
$139K +$139K +2,722 New
VCM
343
Viewpoint Capital Management
Washington
$130K
WI
344
Wintrust Investments
Illinois
$128K -$1.18M -23,174 -90%
Franklin Resources
345
Franklin Resources
California
$126K
EWA
346
EverSource Wealth Advisors
Alabama
$92.5K
MSS
347
Mitchell Sinkler & Starr
Pennsylvania
$92K
PFP
348
Pinnacle Financial Partners
Tennessee
$81.8K
GEA
349
Glen Eagle Advisors
New Jersey
$76.5K +$409 +8 +0.5%
BF
350
BOK Financial
Oklahoma
$75.6K