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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 %
RI
401
Ridgewood Investments
New Jersey
$3.98K +$3.98K +85 New
RFG
402
REAP Financial Group
Texas
$3.27K – – –
NCM
403
Northwest Capital Management
Oregon
$2.81K – – –
TFGT
404
TS Financial Group (TSFG)
Illinois
$2K – – –
CAS
405
Coppell Advisory Solutions
Texas
$1.92K +$1.92K +41 New
TCG
406
Transcendent Capital Group
Oklahoma
$1.78K – – –
BONH
407
Bank of New Hampshire
New Hampshire
$1.4K – – –
DFA
408
DHJJ Financial Advisors
Illinois
$1.11K – – –
PCWA
409
Pacific Capital Wealth Advisors
California
$327 +$327 +7 New
RWA
410
Redmont Wealth Advisors
Illinois
$140 +$140 +3 New
WB
411
West Bancorporation
Iowa
– -$2.46M -50,394 Closed
APCM
412
Alaska Permanent Capital Management
Alaska
– -$2.31M -47,311 Closed
AWA
413
Arkadios Wealth Advisors
Georgia
– -$1.21M -24,742 Closed
GAA
414
Global Assets Advisory
Florida
– -$286K -13,845 Closed
ES
415
Eagle Strategies
New York
– -$492K -10,088 Closed
USCWA
416
U.S. Capital Wealth Advisors
Texas
– -$354K -7,255 Closed
MCCP
417
Mission Creek Capital Partners
California
– -$319K -6,539 Closed
PAS
418
Park Avenue Securities
New York
– -$295K -6,055 Closed
CA
419
Claro Advisors
Massachusetts
– -$274K -5,619 Closed
SAW
420
Signal Advisors Wealth
Michigan
– -$271K -5,547 Closed
NL
421
NWAM LLC
Washington
– -$259K -5,416 Closed
TSS
422
Two Sigma Securities
New York
– -$220K -4,501 Closed
BAM
423
Berkshire Asset Management
Pennsylvania
– -$208K -4,257 Closed
RIP
424
RAM Investment Partners
Washington
– -$207K -4,245 Closed
EW
425
Evoke Wealth
California
– -$206K -4,227 Closed
14 15 16
17
18