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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 %
APC
376
Aspire Private Capital
North Carolina
$29.1K
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$28.9K
ABWM
378
Alpine Bank Wealth Management
Colorado
$27.1K +$27.1K +530 New
CIAS
379
Capital Investment Advisory Services
North Carolina
$26.9K -$24.2K -473 -47%
AAG
380
Armstrong Advisory Group
Massachusetts
$23.1K
WWM
381
Wolff Wiese Magana
California
$23K
HBW
382
Hazlett, Burt & Watson
West Virginia
$22K +$149 +3 +0.7%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$21.7K -$93.2K -1,823 -81%
LIS
384
Legacy Investment Solutions
Idaho
$19K +$19K +355 New
LWMI
385
Legacy Wealth Management (Idaho)
Idaho
$19K +$19K +355 New
AF
386
Advisornet Financial
Minnesota
$18.2K
CAS
387
Coppell Advisory Solutions
Texas
$16.9K +$14.8K +290 +707%
UCB
388
United Community Bank
South Carolina
$15.9K
BWP
389
Baldwin Wealth Partners
Massachusetts
$14.8K +$14.8K +289 New
BlackRock
390
BlackRock
New York
$13.6K -$600K -11,733 -98%
FPFS
391
First Personal Financial Services
North Carolina
$12.8K
SAM
392
Smartleaf Asset Management
Massachusetts
$12.6K -$2.22M -43,367 -99%
GIA
393
GHP Investment Advisors
Colorado
$12.5K
FFL
394
Financial Freedom LLC
Ohio
$12K
AAP
395
Arax Advisory Partners
Colorado
$9.46K +$51 +1 +0.5%
OSNBOA
396
Old Second National Bank of Aurora
Illinois
$9.2K +$9.2K +180 New
CTC
397
Central Trust Company
Missouri
$9K
PP
398
Pacifica Partners
Canada
$8.49K
PMFA
399
Plante Moran Financial Advisors
Michigan
$8.39K +$8.39K +164 New
MIFH
400
Migdal Insurance & Financial Holdings
Israel
$8K