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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
426
Fortune Financial Advisors
Kansas
-$567K -12,133 Closed
HF
427
HRT Financial
New York
-$337K -7,215 Closed
NW
428
NewEdge Wealth
Pennsylvania
-$291K -6,227 Closed
ANTB
429
AMG National Trust Bank
Colorado
-$260K -5,568 Closed
FAB
430
First American Bank
Illinois
-$215K -4,596 Closed
GWP
431
Gateway Wealth Partners
Wisconsin
-$213K -4,549 Closed
TC
432
TownSquare Capital
Utah
-$212K -4,542 Closed
ATPW
433
Ashton Thomas Private Wealth
Arizona
-$40K -856 Closed
IAIM
434
International Assets Investment Management
Florida
-$26.5K -566 Closed
LI
435
LRI Investments
Florida
-$19.4K -414 Closed
WBC
436
West Branch Capital
Massachusetts
-$19.3K -412 Closed
RFA
437
Register Financial Advisors
Georgia
-$12.7K -271 Closed
JGIA
438
Jackson Grant Investment Advisers
Connecticut
-$12.2K -261 Closed
ACA
439
Aptus Capital Advisors
Alabama
-$10.9K -232 Closed
RIA
440
Realta Investment Advisors
Delaware
-$8.77K -188 Closed
CAL
441
Capital Analysts LLC
Pennsylvania
-$5K -101 Closed
TFGT
442
TS Financial Group (TSFG)
Illinois
-$2K -51 Closed
PCWA
443
Pacific Capital Wealth Advisors
California
-$327 -7 Closed