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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
351
Clearstead Advisors
Ohio
$63.3K +$49.4K +1,057 +357%
AIP
352
Ameritas Investment Partners
Nebraska
$62.7K -$1.64K -35 -3%
S
353
SignatureFD
Georgia
$56.6K
IGWM
354
ICA Group Wealth Management
Colorado
$52.7K -$83.5K -1,785 -61%
BC
355
Barrett & Company
Rhode Island
$49.1K
T
356
Tidemark
California
$47.5K
FW
357
Fairway Wealth
Ohio
$47.1K
CIAS
358
Capital Investment Advisory Services
North Carolina
$46.7K +$19.8K +423 +73%
GRP
359
Global Retirement Partners
California
$46.4K +$12.4K +265 +36%
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$44.5K
VNA
361
Valley National Advisers
Pennsylvania
$43K
CHA
362
Carmichael Hill & Associates
Maryland
$42.8K
ATPW
363
Ashton Thomas Private Wealth
Arizona
$40K +$40K +856 New
OLVIG
364
Oliver Lagore Vanvalin Investment Group
Michigan
$39.8K
CFB
365
Cullen/Frost Bankers
Texas
$37K
NP
366
NorthRock Partners
Minnesota
$36.3K +$36.3K +775 New
SWA
367
SOA Wealth Advisors
New York
$34.5K -$13.7K -292 -28%
MTIC
368
Missouri Trust & Investment Company
Missouri
$33.9K -$2.34K -50 -6%
HGERS
369
Householder Group Estate & Retirement Specialist
Arizona
$32K
Russell Investments Group
370
Russell Investments Group
United Kingdom
$26.9K +$26.9K +575 New
APC
371
Aspire Private Capital
North Carolina
$26.7K
IAIM
372
International Assets Investment Management
Florida
$26.5K +$26.5K +566 New
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$26.4K -$41.8K -893 -61%
EAM
374
Empirical Asset Management
Massachusetts
$24.9K +$24.9K +18,554 New
AAG
375
Armstrong Advisory Group
Massachusetts
$21.1K