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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 %
AW
376
Avion Wealth
Texas
$24K – – –
PCMC
377
Planning Capital Management Corporation
Pennsylvania
$22.2K +$22.2K +485 New
AAG
378
Armstrong Advisory Group
Massachusetts
$20.6K – – –
WWM
379
Wolff Wiese Magana
California
$20.6K – – –
BC
380
Bartlett & Co
Ohio
$20K – – –
BCWM
381
Bartlett & Co Wealth Management
Ohio
$19.6K – – –
WBC
382
West Branch Capital
Massachusetts
$18.8K +$18.8K +412 New
ANBT
383
American National Bank & Trust
Texas
$18.3K +$18.3K +400 New
TVAMP
384
Tennessee Valley Asset Management Partners
Tennessee
$17.2K +$17.2K +377 New
BL
385
BFSG LLC
California
$14.2K +$14.2K +310 New
CAM
386
Creekmur Asset Management
Illinois
$11.2K +$11.2K +244 New
AF
387
Advisornet Financial
Minnesota
$11K +$3.38K +74 +44%
RFG
388
REAP Financial Group
Texas
$11K +$11K +240 New
PB
389
Pinnacle Bancorp
Nebraska
$10.3K – – –
AAP
390
Arax Advisory Partners
Colorado
$8.31K +$91 +2 +1%
CTC
391
Central Trust Company
Missouri
$8.04K -$1.55K -34 -16%
PP
392
Pacifica Partners
Canada
$7.17K – – –
MIFH
393
Migdal Insurance & Financial Holdings
Israel
$7K – – –
RCM
394
Rain Capital Management
Oregon
$5.32K – – –
TWD
395
True Wealth Design
Ohio
$4.48K – – –
TAM
396
Tucker Asset Management
Colorado
$4.43K – – –
SIS
397
Sound Income Strategies
Florida
$3.79K +$3.79K +83 New
IHWM
398
Iron Horse Wealth Management
Iowa
$3.43K – – –
C
399
Covestor
United Kingdom
$3K -$2.56K -64 -46%
NCM
400
Northwest Capital Management
Oregon
$2.74K +$2.74K +60 New
14 15
16
17 18