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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$123M
2
MWM
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$10.8M
2
SFC
Strategic Financial Concepts
Texas
$339K
3
HNB
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Continuum Advisory
Idaho
$7.93K +$7.93K +149 New
GWSG
402
GPS Wealth Strategies Group
Colorado
$7.29K +$51 +1 +0.7%
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.22K +$5.22K +102 New
RI
404
Ridgewood Investments
New Jersey
$4.35K – – –
RFG
405
REAP Financial Group
Texas
$3.48K -$102 -2 -3%
NCM
406
Northwest Capital Management
Oregon
$3.07K – – –
CT
407
Coastline Trust
Rhode Island
$2.56K +$2.56K +50 New
TCG
408
Transcendent Capital Group
Oklahoma
$1.94K – – –
PFG
409
Peterson Financial Group
Iowa
$1.91K +$1.91K +37 New
BONH
410
Bank of New Hampshire
New Hampshire
$1.53K – – –
DFA
411
DHJJ Financial Advisors
Illinois
$1.21K – – –
OC
412
Oarsman Capital
Wisconsin
$1.18K +$1.18K +23 New
FFWM
413
Future Financial Wealth Management
Ohio
$1.13K +$1.13K +22 New
FRA
414
Front Row Advisors
California
$1.07K -$20.5K -401 -95%
C
415
Covestor
United Kingdom
$1K -$6.13K -98 -86%
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$358 +$358 +7 New
RWA
417
Redmont Wealth Advisors
Illinois
$153 – – –
Focus Partners Wealth
418
Focus Partners Wealth
Massachusetts
– -$7.97M -170,407 Closed
Citadel Advisors
419
Citadel Advisors
Florida
– -$5.83M -124,561 Closed
Jane Street
420
Jane Street
New York
– -$2.09M -44,755 Closed
FTUS
421
Flow Traders U.S.
New York
– -$959K -20,509 Closed
RA
422
RFG Advisory
Alabama
– -$778K -16,630 Closed
MLA
423
My Legacy Advisors
Oregon
– -$672K -14,361 Closed
CW
424
CreativeOne Wealth
Kansas
– -$655K -13,998 Closed
GI
425
Gradient Investments
Minnesota
– -$591K -12,627 Closed
14 15 16
17
18