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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 %
EW
351
Element Wealth
Mississippi
$74.3K +$409 +8 +0.6%
CA
352
Clearstead Advisors
Ohio
$69.3K +$102 +2 +0.1%
AIP
353
Ameritas Investment Partners
Nebraska
$67K -$1.53K -30 -2%
S
354
SignatureFD
Georgia
$61.9K
CFD
355
Creative Financial Designs
Indiana
$60.2K -$122K -2,387 -67%
BC
356
Barrett & Company
Rhode Island
$53.7K
FW
357
Fairway Wealth
Ohio
$51.5K
PWA
358
Provenance Wealth Advisors
Florida
$50K -$25.1K -491 -33%
GRP
359
Global Retirement Partners
California
$49.6K -$1.13K -22 -2%
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$49.1K
VNA
361
Valley National Advisers
Pennsylvania
$47K
CHA
362
Carmichael Hill & Associates
Maryland
$46.8K
OLVIG
363
Oliver Lagore Vanvalin Investment Group
Michigan
$43.5K
CFB
364
Cullen/Frost Bankers
Texas
$43.1K +$2.61K +51 +6%
FFA
365
Farther Finance Advisors
California
$42.6K +$34.6K +676 +431%
T
366
Tidemark
California
$41.5K -$10.4K -203 -20%
NFA
367
Northwest Financial Advisors
Virginia
$41.2K +$41.2K +805 New
NP
368
NorthRock Partners
Minnesota
$39.7K +$102 +2 +0.3%
SWA
369
SOA Wealth Advisors
New York
$37.9K +$204 +4 +0.5%
PCTC
370
Perkins Coie Trust Company
Washington
$37.8K +$37.8K +740 New
MTIC
371
Missouri Trust & Investment Company
Missouri
$37.1K
CAM
372
Creekmur Asset Management
Illinois
$36K +$23.4K +458 +186%
EAM
373
Empirical Asset Management
Massachusetts
$35.4K +$366 +194 +1%
HGERS
374
Householder Group Estate & Retirement Specialist
Arizona
$35K
Russell Investments Group
375
Russell Investments Group
United Kingdom
$29.4K