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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
$25.1M
2
Bank of America
Bank of America
North Carolina
$221M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.4M
5
UAG
United Advisor Group
Ohio
$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
UBS Group
UBS Group
Switzerland
$0
3
SIA
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
HNB
Huntington National Bank
Ohio
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$141K +$195 +4 +0.1%
VCM
352
Viewpoint Capital Management
Washington
$124K – – –
Franklin Resources
353
Franklin Resources
California
$119K -$2.44K -50 -2%
FCA
354
FinTrust Capital Advisors
South Carolina
$118K +$22.5K +461 +23%
BCWM
355
Bartlett & Co Wealth Management
Ohio
$110K +$88.9K +1,823 +429%
Qube Research & Technologies (QRT)
356
Qube Research & Technologies (QRT)
United Kingdom
$108K +$47.9K +982 +80%
RG
357
Retirement Group
California
$90.6K +$439 +9 +0.5%
MSS
358
Mitchell Sinkler & Starr
Pennsylvania
$87.8K +$87.8K +1,800 New
EWA
359
EverSource Wealth Advisors
Alabama
$83.7K – – –
GEA
360
Glen Eagle Advisors
New Jersey
$79.6K +$244 +5 +0.3%
PFP
361
Pinnacle Financial Partners
Tennessee
$78K – – –
BF
362
BOK Financial
Oklahoma
$72.2K – – –
PWA
363
Provenance Wealth Advisors
Florida
$71.6K – – –
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$71.1K +$71.1K +1,458 New
EW
365
Element Wealth
Mississippi
$70.1K +$439 +9 +0.6%
NCTC
366
New Covenant Trust Company
Indiana
$67.5K +$67.5K +1,385 New
AIP
367
Ameritas Investment Partners
Nebraska
$67.1K -$15.1K -310 -18%
HBW
368
Hazlett, Burt & Watson
West Virginia
$64K +$49 +1 +0.1%
William Blair & Company
369
William Blair & Company
Illinois
$60.9K -$77.3K -1,584 -56%
S
370
SignatureFD
Georgia
$59.1K – – –
BC
371
Barrett & Company
Rhode Island
$51.2K – – –
SWA
372
SOA Wealth Advisors
New York
$50.2K +$244 +5 +0.5%
T
373
Tidemark
California
$49.5K – – –
FW
374
Fairway Wealth
Ohio
$49.1K +$49.1K +1,007 New
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$46.4K -$18.8K -390 -29%
13 14
15
16 17