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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
351
MWA Asset Management
Massachusetts
$207K -$51 -1 -0%
NFA
352
Northern Financial Advisors
Michigan
$207K +$1.27K +25 +0.6%
PWM
353
Perigon Wealth Management
California
$203K +$203K +3,906 New
FF
354
Farrell Financial
New York
$202K -$2.04K -40 -1%
BTD
355
BankPlus Trust Department
Mississippi
$187K +$187K +3,673 New
SWM
356
Spire Wealth Management
Virginia
$177K -$2.65K -52 -1%
US Bancorp
357
US Bancorp
Minnesota
$176K +$408 +8 +0.2%
CA
358
CoreCap Advisors
Michigan
$175K -$61.4K -1,204 -26%
PA
359
PSI Advisors
Florida
$140K -$6.47K -127 -4%
VCM
360
Viewpoint Capital Management
Washington
$130K
Franklin Resources
361
Franklin Resources
California
$119K -$6.12K -120 -5%
EWA
362
EverSource Wealth Advisors
Alabama
$92.3K
MSS
363
Mitchell Sinkler & Starr
Pennsylvania
$91.7K
SS
364
SBI Securities
Japan
$90.5K +$90.5K +1,776 New
EAM
365
Empirical Asset Management
Massachusetts
$83.5K +$4.01K +945 +5%
PFP
366
Pinnacle Financial Partners
Tennessee
$81.8K
GEA
367
Glen Eagle Advisors
New Jersey
$80.6K +$4.33K +85 +6%
EW
368
Element Wealth
Mississippi
$74.6K +$459 +9 +0.6%
BF
369
BOK Financial
Oklahoma
$74.3K
T
370
Transce3nd
Texas
$70.2K +$70.2K +1,377 New
CA
371
Clearstead Advisors
Ohio
$69.2K +$102 +2 +0.1%
AIP
372
Ameritas Investment Partners
Nebraska
$63.5K -$3.31K -65 -5%
S
373
SignatureFD
Georgia
$61.7K
BC
374
Barrett & Company
Rhode Island
$53.5K
MTIC
375
Missouri Trust & Investment Company
Missouri
$52.2K +$15.3K +300 +41%