DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

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
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$280M
2
Lido Advisors
Lido Advisors
California
$14.8M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$11.6M
4
KAS
Kestra Advisory Services
Texas
$27.8M
5
Bank of America
Bank of America
North Carolina
$230M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$17.1M
2
LPL Financial
LPL Financial
California
$106M
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
SSB
Sandy Spring Bank
Maryland
$26.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
326
Alpha Omega Wealth Management
Virginia
$246K +$246K +4,836 New
RWM
327
Ritholtz Wealth Management
New York
$244K +$244K +4,793 New
SMC
328
Smith, Moore & Co
Missouri
$244K – – –
HP
329
Holistic Planning
Texas
$241K -$49.7K -975 -17%
QWM
330
Quadcap Wealth Management
Texas
$241K +$1.17K +23 +0.5%
MIM
331
MTM Investment Management
South Carolina
$238K – – –
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$238K -$133K -2,611 -36%
BFA
333
Beacon Financial Advisory
Ohio
$232K +$232K +4,559 New
BJL
334
Brighton Jones LLC
Washington
$232K +$51 +1 +0%
BFG
335
Berger Financial Group
Minnesota
$230K -$29.9K -586 -11%
SFA
336
Sequoia Financial Advisors
Ohio
$230K -$10.2K -200 -4%
AIM
337
Alhambra Investment Management
Florida
$228K – – –
HIS
338
Harvest Investment Services
Illinois
$227K -$7.85K -154 -3%
CWA
339
Crux Wealth Advisors
California
$227K +$227K +4,444 New
RW
340
RVW Wealth
California
$226K -$15.3K -300 -6%
BAM
341
Berkshire Asset Management
Pennsylvania
$224K +$224K +4,257 New
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$222K +$964 +19 +0.4%
TC
343
TownSquare Capital
Utah
$221K +$221K +4,338 New
RIP
344
RAM Investment Partners
Washington
$219K +$2.85K +56 +1%
PCIA
345
Prime Capital Investment Advisors
Kansas
$218K -$6.52K -128 -3%
AC
346
Avant Capital
Louisiana
$215K +$215K +4,219 New
ESB
347
Essex Savings Bank
Connecticut
$214K – – –
FMTC
348
Farmers & Merchants Trust Company
California
$213K – – –
WH
349
Willner & Heller
California
$211K +$1.33K +26 +0.6%
PPP
350
Private Portfolio Partners
New Jersey
$210K +$3.82K +75 +2%
12 13
14
15 16