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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
1
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
HNB
2
Huntington National Bank
Ohio
$14.5M
3
Bank of America
3
Bank of America
North Carolina
$194M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
351
Pinnacle Financial Partners
Tennessee
$73.1K – – –
SWM
352
Spire Wealth Management
Virginia
$70.3K +$42.1K +2,274 +150%
BF
353
BOK Financial
Oklahoma
$68.2K – – –
PWA
354
Provenance Wealth Advisors
Florida
$67.1K – – –
EW
355
Element Wealth
Mississippi
$65.3K +$457 +10 +0.7%
UCB
356
United Community Bank
South Carolina
$64K – – –
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$61.8K – – –
CFG
358
CKW Financial Group
Hawaii
$61K +$61K +1,337 New
HBW
359
Hazlett, Burt & Watson
West Virginia
$60K +$91 +2 +0.2%
Qube Research & Technologies (QRT)
360
Qube Research & Technologies (QRT)
United Kingdom
$56.4K – – –
S
361
SignatureFD
Georgia
$55.3K – – –
BC
362
Barrett & Company
Rhode Island
$48K – – –
SWA
363
SOA Wealth Advisors
New York
$46.8K +$320 +7 +0.7%
FFA
364
Founders Financial Alliance
North Carolina
$46.6K – – –
T
365
Tidemark
California
$46.4K +$46.4K +1,015 New
VNA
366
Valley National Advisers
Pennsylvania
$42K – – –
CHA
367
Carmichael Hill & Associates
Maryland
$41.8K – – –
MTIC
368
Missouri Trust & Investment Company
Missouri
$39.2K – – –
FPFS
369
First Personal Financial Services
North Carolina
$38.8K – – –
TFGT
370
TS Financial Group (TSFG)
Illinois
$37K – – –
NFA
371
Northwest Financial Advisors
Virginia
$36.8K +$36.8K +805 New
CFB
372
Cullen/Frost Bankers
Texas
$36.2K – – –
HGERS
373
Householder Group Estate & Retirement Specialist
Arizona
$32K – – –
CIAS
374
Capital Investment Advisory Services
North Carolina
$26.2K +$183 +4 +0.7%
APC
375
Aspire Private Capital
North Carolina
$26K – – –
13 14
15
16 17