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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 %
FW
376
Fairway Wealth
Ohio
$51.3K
SIM
377
Synergy Investment Management
Florida
$51K +$51K +1,000 New
PWA
378
Provenance Wealth Advisors
Florida
$49.8K
GRP
379
Global Retirement Partners
California
$49.4K
VNA
380
Valley National Advisers
Pennsylvania
$47K
WI
381
Wintrust Investments
Illinois
$45K -$82.6K -1,626 -65%
CFB
382
Cullen/Frost Bankers
Texas
$43.6K +$663 +13 +2%
OLVIG
383
Oliver Lagore Vanvalin Investment Group
Michigan
$43.4K
AG
384
AmeriFlex Group
Nevada
$43K +$43K +821 New
CFD
385
Creative Financial Designs
Indiana
$42.8K -$17.2K -338 -29%
FFA
386
Farther Finance Advisors
California
$42.5K
T
387
Tidemark
California
$41.4K
NP
388
NorthRock Partners
Minnesota
$39.7K +$102 +2 +0.3%
SWA
389
SOA Wealth Advisors
New York
$38K +$204 +4 +0.5%
RP
390
Rice Partnership
Hawaii
$37.9K +$37.9K +744 New
PCTC
391
Perkins Coie Trust Company
Washington
$37.7K
CAM
392
Creekmur Asset Management
Illinois
$35.9K
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$33.6K -$15.3K -300 -31%
Russell Investments Group
394
Russell Investments Group
United Kingdom
$29.3K
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$28.8K
NWMP
396
Noble Wealth Management PBC
Colorado
$27.9K +$27.9K +548 New
CIAS
397
Capital Investment Advisory Services
North Carolina
$26.8K
AAG
398
Armstrong Advisory Group
Massachusetts
$23K
WWM
399
Wolff Wiese Magana
California
$22.9K
MEG
400
Millstone Evans Group
Colorado
$21.7K +$21.7K +426 New