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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 %
CJFS
426
Coulter & Justus Financial Services
Tennessee
– -$10.4M -228,556 Closed
MWM
427
Meridian Wealth Management
Kentucky
– -$2.97M -64,909 Closed
BCP
428
Berkeley Capital Partners
Georgia
– -$2.47M -53,960 Closed
SWA
429
Stratos Wealth Advisors
Ohio
– -$2.25M -49,227 Closed
Two Sigma Investments
430
Two Sigma Investments
New York
– -$1.68M -36,800 Closed
APWA
431
Atlas Private Wealth Advisors
New Jersey
– -$461K -10,084 Closed
Renaissance Technologies
432
Renaissance Technologies
New York
– -$311K -6,800 Closed
WA
433
Wambolt & Associates
Colorado
– -$311K -6,798 Closed
BOSSRA
434
B.O.S.S. Retirement Advisors
Utah
– -$255K -5,575 Closed
WH
435
Willner & Heller
California
– -$208K -4,547 Closed
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
– -$104K -2,285 Closed
ASN
437
Advisory Services Network
Georgia
– -$94.4K -2,067 Closed
CFG
438
CKW Financial Group
Hawaii
– -$61K -1,337 Closed
NFA
439
Northwest Financial Advisors
Virginia
– -$36.8K -805 Closed
PCMC
440
Planning Capital Management Corporation
Pennsylvania
– -$22.2K -485 Closed
ANBT
441
American National Bank & Trust
Texas
– -$18.3K -400 Closed
TVAMP
442
Tennessee Valley Asset Management Partners
Tennessee
– -$17.2K -377 Closed
BL
443
BFSG LLC
California
– -$14.2K -310 Closed
PB
444
Pinnacle Bancorp
Nebraska
– -$10.3K -224 Closed
IHWM
445
Iron Horse Wealth Management
Iowa
– -$3.43K -75 Closed
NMG
446
New Millennium Group
Utah
– -$2.02K -44 Closed
GI
447
Gradient Investments
Minnesota
– -$1.69K -37 Closed
AssetMark Inc
448
AssetMark Inc
California
– -$640 -14 Closed
FGAM
449
Financial Gravity Asset Management
Texas
– -$551 -12 Closed
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