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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$77.7M
2
Wells Fargo
Wells Fargo
California
$50M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$9.09M
4
Citadel Advisors
Citadel Advisors
Florida
$5.83M
5
LPL Financial
LPL Financial
California
$88M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.3M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
SL
Salomon & Ludwin
Virginia
$2.9M
5
WB
West Bancorporation
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
376
Wolff Wiese Magana
California
$21K – – –
SFC
377
Strategic Financial Concepts
Texas
$20.7K +$20.2K +321,912 +4,320%
HBW
378
Hazlett, Burt & Watson
West Virginia
$20K -$39.8K -875 -67%
FRA
379
Front Row Advisors
California
$19.7K +$1.78K +38 +10%
LI
380
LRI Investments
Florida
$19.4K – – –
WBC
381
West Branch Capital
Massachusetts
$19.3K – – –
AF
382
Advisornet Financial
Minnesota
$16.6K +$13.3K +284 +394%
UCB
383
United Community Bank
South Carolina
$14.5K – – –
RFA
384
Register Financial Advisors
Georgia
$12.7K – – –
JGIA
385
Jackson Grant Investment Advisers
Connecticut
$12.2K +$12.2K +261 New
FPFS
386
First Personal Financial Services
North Carolina
$11.7K -$18.5K -395 -61%
CAM
387
Creekmur Asset Management
Illinois
$11.5K – – –
GIA
388
GHP Investment Advisors
Colorado
$11.5K – – –
FFL
389
Financial Freedom LLC
Ohio
$11K +$11K +235 New
ACA
390
Aptus Capital Advisors
Alabama
$10.9K – – –
RIA
391
Realta Investment Advisors
Delaware
$8.77K +$93 +2 +1%
AAP
392
Arax Advisory Partners
Colorado
$8.6K +$47 +1 +0.5%
CTC
393
Central Trust Company
Missouri
$8.23K – – –
PP
394
Pacifica Partners
Canada
$7.73K – – –
FFA
395
Farther Finance Advisors
California
$7.29K – – –
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$7K – – –
GWSG
397
GPS Wealth Strategies Group
Colorado
$6.63K -$11.4K -243 -63%
RCM
398
Rain Capital Management
Oregon
$5.64K – – –
CAL
399
Capital Analysts LLC
Pennsylvania
$5K – – –
C
400
Covestor
United Kingdom
$5K +$1.05K +24 +27%
14 15
16
17 18