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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
+$21.3M
2
Bank of America
Bank of America
North Carolina
+$13.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.52M
5
UAG
United Advisor Group
Ohio
+$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$130M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
SIA
Soltis Investment Advisors
Utah
-$17M
4
Osaic Holdings
Osaic Holdings
Arizona
-$14.9M
5
HNB
Huntington National Bank
Ohio
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
376
Valley National Advisers
Pennsylvania
$45K – – –
CHA
377
Carmichael Hill & Associates
Maryland
$44.6K – – –
OLVIG
378
Oliver Lagore Vanvalin Investment Group
Michigan
$41.5K -$50.3K -1,031 -55%
CFB
379
Cullen/Frost Bankers
Texas
$38.6K – – –
MTIC
380
Missouri Trust & Investment Company
Missouri
$37.8K -$4K -82 -10%
GRP
381
Global Retirement Partners
California
$35.5K -$77.3K -1,585 -69%
HGERS
382
Householder Group Estate & Retirement Specialist
Arizona
$34.3K – – –
FPFS
383
First Personal Financial Services
North Carolina
$31.5K -$9.95K -204 -24%
CIAS
384
Capital Investment Advisory Services
North Carolina
$28.1K +$146 +3 +0.5%
EWM
385
Evermay Wealth Management
Virginia
$27.8K -$90.6K -1,857 -77%
APC
386
Aspire Private Capital
North Carolina
$27.8K – – –
AW
387
Avion Wealth
Texas
$26K – – –
LF
388
LifeSteps Financial
California
$25.7K +$25.7K +527 New
WWM
389
Wolff Wiese Magana
California
$21.9K – – –
AAG
390
Armstrong Advisory Group
Massachusetts
$20.6K – – –
LI
391
LRI Investments
Florida
$20.2K +$20.2K +414 New
WBC
392
West Branch Capital
Massachusetts
$20.1K – – –
GWSG
393
GPS Wealth Strategies Group
Colorado
$18.8K +$18.8K +385 New
FRA
394
Front Row Advisors
California
$18.7K +$17.7K +363 +1,729%
UCB
395
United Community Bank
South Carolina
$15.2K -$53.1K -1,089 -78%
CA
396
Clearstead Advisors
Ohio
$14.3K +$14.3K +296 New
RFA
397
Register Financial Advisors
Georgia
$13.2K +$13.2K +271 New
CAM
398
Creekmur Asset Management
Illinois
$12K +$97 +2 +0.8%
GIA
399
GHP Investment Advisors
Colorado
$11.9K +$11.9K +245 New
ACA
400
Aptus Capital Advisors
Alabama
$11.3K +$11.3K +232 New
14 15
16
17 18