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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 %
NMG
401
New Millennium Group
Utah
$2.02K – – –
CAS
402
Coppell Advisory Solutions
Texas
$1.87K -$2.15K -47 -53%
TCG
403
Transcendent Capital Group
Oklahoma
$1.74K +$1.74K +38 New
GI
404
Gradient Investments
Minnesota
$1.69K – – –
BONH
405
Bank of New Hampshire
New Hampshire
$1.37K – – –
DFA
406
DHJJ Financial Advisors
Illinois
$1.07K – – –
FRA
407
Front Row Advisors
California
$960 -$16.6K -363 -95%
AssetMark Inc
408
AssetMark Inc
California
$640 -$31.5K -689 -98%
FGAM
409
Financial Gravity Asset Management
Texas
$551 +$276 +6 +100%
FTUS
410
Flow Traders U.S.
New York
– -$2.25M -55,013 Closed
BCI
411
Brinker Capital Investments
Pennsylvania
– -$684K -16,703 Closed
OPS
412
Orion Portfolio Solutions
Nebraska
– -$684K -16,703 Closed
SFG
413
Sowa Financial Group
Rhode Island
– -$415K -10,135 Closed
SFC
414
Strategic Financial Concepts
Texas
– -$338K -8,248 Closed
CRWM
415
Castle Rock Wealth Management
California
– -$289K -7,156 Closed
FA
416
Flagstar Advisors
New York
– -$279K -6,818 Closed
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
– -$263K -6,415 Closed
SPC
418
Sigma Planning Corp
Michigan
– -$259K -6,314 Closed
TIAA Trust, National Association
419
TIAA Trust, National Association
North Carolina
– -$238K -5,799 Closed
WAM
420
WealthTrust Asset Management
Florida
– -$203K -4,958 Closed
AWM
421
Avior Wealth Management
Nebraska
– -$136K -3,313 Closed
CG
422
Cutler Group
California
– -$106K -2,600 Closed
SSWM
423
Sheets Smith Wealth Management
North Carolina
– -$103K -2,505 Closed
CSPIA
424
Cary Street Partners Investment Advisory
Virginia
– -$65.5K -1,600 Closed
PMFA
425
Plante Moran Financial Advisors
Michigan
– -$27.2K -663 Closed
14 15 16
17
18