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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
$25.1M
2
Bank of America
Bank of America
North Carolina
$221M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.4M
5
UAG
United Advisor Group
Ohio
$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
UBS Group
UBS Group
Switzerland
$0
3
SIA
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
HNB
Huntington National Bank
Ohio
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
401
Realta Investment Advisors
Delaware
$9.09K +$9.09K +186 New
AAP
402
Arax Advisory Partners
Colorado
$8.92K +$49 +1 +0.5%
CTC
403
Central Trust Company
Missouri
$8.58K – – –
PP
404
Pacifica Partners
Canada
$7.91K – – –
FFA
405
Farther Finance Advisors
California
$7.6K +$7.6K +157 New
AWM
406
Avior Wealth Management
Nebraska
$7.57K +$7.57K +155 New
MIFH
407
Migdal Insurance & Financial Holdings
Israel
$7K – – –
RCM
408
Richardson Capital Management
Wisconsin
$5.76K +$5.76K +118 New
RCM
409
Rain Capital Management
Oregon
$5.71K +$49 +1 +0.9%
CAL
410
Capital Analysts LLC
Pennsylvania
$5K +$5K +101 New
TWD
411
True Wealth Design
Ohio
$4.78K – – –
TAM
412
Tucker Asset Management
Colorado
$4.73K – – –
SIS
413
Sound Income Strategies
Florida
$4.05K – – –
C
414
Covestor
United Kingdom
$4K +$667 +15 +20%
FFWA
415
FRG Family Wealth Advisors
Washington
$3.61K +$3.61K +78 New
AF
416
Advisornet Financial
Minnesota
$3.53K -$8.34K -170 -70%
RFG
417
REAP Financial Group
Texas
$3.41K -$8.29K -170 -71%
NCM
418
Northwest Capital Management
Oregon
$2.93K – – –
OWA
419
Opal Wealth Advisors
New York
$2.78K +$2.78K +57 New
TFGT
420
TS Financial Group (TSFG)
Illinois
$2K -$29.4K -750 -94%
TCG
421
Transcendent Capital Group
Oklahoma
$1.85K – – –
BONH
422
Bank of New Hampshire
New Hampshire
$1.46K – – –
DFA
423
DHJJ Financial Advisors
Illinois
$1.15K +$48 +1 +4%
FFWM
424
Future Financial Wealth Management
Ohio
$1.07K +$1.07K +22 New
UBS Group
425
UBS Group
Switzerland
– -$76.6M -1,677,080 Closed
14 15 16
17
18