DON icon

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 %
GWSG
426
GPS Wealth Strategies Group
Colorado
$4.75K -$2.55K -50 -35%
RI
427
Ridgewood Investments
New Jersey
$4.33K
RFG
428
REAP Financial Group
Texas
$3.21K -$255 -5 -7%
NCM
429
Northwest Capital Management
Oregon
$3.06K
CT
430
Coastline Trust
Rhode Island
$2.55K
CAWM
431
Capital A Wealth Management
Pennsylvania
$2.19K +$2.19K +43 New
C
432
Covestor
United Kingdom
$2K +$1.2K +24 +150%
IWM
433
IMG Wealth Management
Florida
$1.97K +$1.97K +39 New
BONH
434
Bank of New Hampshire
New Hampshire
$1.53K
DFA
435
DHJJ Financial Advisors
Illinois
$1.21K
OC
436
Oarsman Capital
Wisconsin
$1.17K
FFWM
437
Future Financial Wealth Management
Ohio
$1.14K
FRA
438
Front Row Advisors
California
$1.07K
NS
439
NBC Securities
Alabama
$530 -$551K -10,388 -100%
DAS
440
Dynamic Advisor Solutions
Arizona
-$7.25M -141,750 Closed
Two Sigma Investments
441
Two Sigma Investments
New York
-$2.87M -56,200 Closed
KWA
442
Kingswood Wealth Advisors
California
-$2.46M -48,037 Closed
Goldman Sachs
443
Goldman Sachs
New York
-$1.38M -27,086 Closed
CWM
444
Connecticut Wealth Management
Connecticut
-$1.19M -23,339 Closed
PCS
445
Personal CFO Solutions
New Jersey
-$586K -11,464 Closed
TRCT
446
Tower Research Capital (TRC)
New York
-$490K -9,578 Closed
SWP
447
Stratos Wealth Partners
Ohio
-$245K -4,782 Closed
AA
448
Argent Advisors
Louisiana
-$241K -4,710 Closed
EW
449
Evoke Wealth
California
-$216K -4,227 Closed
IWN
450
Independent Wealth Network
Iowa
-$203K -3,964 Closed