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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

408 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 24 closing their positions.

Holders
408
Holders Change
+30
Holders Change %
+7.94%
% of All Funds
5.98%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
55
Increased
143
Reduced
149
Closed
24
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$781K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
HNB
2
Huntington National Bank
Ohio
$14.5M
3
Bank of America
3
Bank of America
North Carolina
$194M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$15.8M +$294K +6,426 +2%
MPW
27
Melone Private Wealth
Michigan
$14.9M +$555K +12,151 +4%
KAS
28
Kestra Advisory Services
Texas
$14.8M -$2.29M -50,060 -13%
HNB
29
Huntington National Bank
Ohio
$14.5M -$13.8M – –
Stifel Financial
30
Stifel Financial
Missouri
$13.2M -$122K -2,674 -0.9%
JFA
31
JNBA Financial Advisors
Minnesota
$12.7M -$1.57M -34,283 -11%
PWS
32
Private Wealth Strategies
Ohio
$12.2M +$275K +6,021 +2%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$11.5M +$1.44M +31,491 +14%
PWP
34
Precedent Wealth Partners
Texas
$11.4M +$11.4M +249,523 New
MWM
35
Marion Wealth Management
Pennsylvania
$11.2M +$335K +7,327 +3%
DWM
36
Destination Wealth Management
California
$11M -$223K -4,872 -2%
FHB
37
First Hawaiian Bank
Hawaii
$10.5M -$369K -8,068 -3%
CJFS
38
Coulter & Justus Financial Services
Tennessee
$10.4M +$464K +10,145 +5%
APP
39
Avantax Planning Partners
Iowa
$9.89M -$26.1K -572 -0.3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$9.54M -$1.52M -33,326 -14%
CRC
41
Curi RMB Capital
Illinois
$9.09M +$678K +14,842 +8%
CWP
42
Concord Wealth Partners
Virginia
$9.01M -$394K -8,632 -4%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$8.72M +$8.29M +181,361 +1,898%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$8.67M -$235K -5,146 -3%
PAG
45
Private Advisor Group
New Jersey
$8.48M +$1.11M +24,315 +15%
GW
46
GW & Wade
Massachusetts
$8.24M -$1.71M -37,532 -17%
HighTower Advisors
47
HighTower Advisors
Illinois
$7.76M +$403K +8,828 +5%
BFG
48
Beacon Financial Group
Texas
$7.65M +$192K +4,212 +3%
IWP
49
Invenio Wealth Partners
Florida
$7.6M +$510K +11,160 +7%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.58M +$475K +10,403 +7%
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