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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 %
BCWM
401
Bartlett & Co Wealth Management
Ohio
$21.7K
LIS
402
Legacy Investment Solutions
Idaho
$18.3K
LWMI
403
Legacy Wealth Management (Idaho)
Idaho
$18.3K
AF
404
Advisornet Financial
Minnesota
$18.2K +$51 +1 +0.3%
RF
405
Roxbury Financial
New Jersey
$17.4K +$17.4K +313 New
CAS
406
Coppell Advisory Solutions
Texas
$16.8K
UCB
407
United Community Bank
South Carolina
$15.9K
SAM
408
Smartleaf Asset Management
Massachusetts
$15.2K +$2.69K +53 +22%
BlackRock
409
BlackRock
New York
$13.6K -$51 -1 -0.4%
GIA
410
GHP Investment Advisors
Colorado
$12.5K
PWA
411
Physician Wealth Advisors
Utah
$12.1K +$12.1K +238 New
AssetMark Inc
412
AssetMark Inc
California
$12.1K +$12.1K +237 New
FFL
413
Financial Freedom LLC
Ohio
$12K
LWA
414
Lowe Wealth Advisors
Maryland
$11.3K +$11.3K +222 New
HBW
415
Hazlett, Burt & Watson
West Virginia
$11K -$11K -221 -50%
FFO
416
Fortitude Family Office
Arizona
$10.8K +$10.8K +211 New
FWM
417
FLP Wealth Management
Arkansas
$10.7K +$10.7K +209 New
AAP
418
Arax Advisory Partners
Colorado
$9.49K +$51 +1 +0.5%
Q1WB
419
Quest 10 Wealth Builders
Virginia
$9.23K +$9.23K +181 New
OSNBOA
420
Old Second National Bank of Aurora
Illinois
$9.18K
GI
421
GAMMA Investing
California
$9.02K +$9.02K +177 New
CTC
422
Central Trust Company
Missouri
$8.97K
PP
423
Pacifica Partners
Canada
$8.41K
PMFA
424
Plante Moran Financial Advisors
Michigan
$8.36K
CAM
425
Costello Asset Management
Pennsylvania
$6.18K -$133K -2,601 -96%