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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
1
Cetera Investment Advisers
Illinois
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$221M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.09M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$43.4M
5
UAG
5
United Advisor Group
Ohio
$4.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
UBS Group
2
UBS Group
Switzerland
$0
3
SIA
3
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.2M
5
HNB
5
Huntington National Bank
Ohio
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$16.7M +$855K +17,529 +5%
MPW
27
Melone Private Wealth
Michigan
$16M +$72.8K +1,492 +0.5%
HNB
28
Huntington National Bank
Ohio
$15.6M -$14.5M – –
Stifel Financial
29
Stifel Financial
Missouri
$14.6M +$523K +10,716 +4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$13.8M +$1.54M +31,601 +13%
PWS
31
Private Wealth Strategies
Ohio
$13.3M +$338K +6,939 +3%
APP
32
Avantax Planning Partners
Iowa
$13M +$2.46M +50,532 +23%
PWP
33
Precedent Wealth Partners
Texas
$12.5M +$365K +7,483 +3%
MWM
34
Marion Wealth Management
Pennsylvania
$11.9M -$99.1K -2,033 -0.8%
DWM
35
Destination Wealth Management
California
$11.5M -$207K -4,243 -2%
FHB
36
First Hawaiian Bank
Hawaii
$11M -$204K -4,188 -2%
IWP
37
Invenio Wealth Partners
Florida
$10.8M +$2.65M +54,417 +33%
CWP
38
Concord Wealth Partners
Virginia
$10.3M +$676K +13,871 +7%
CRC
39
Curi RMB Capital
Illinois
$10.2M +$478K +9,799 +5%
Osaic Holdings
40
Osaic Holdings
Arizona
$10.2M -$14.9M -305,741 -59%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9.97M +$1.88M +38,494 +23%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.81M -$379K -7,765 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$9.11M -$138K -2,822 -1%
PAG
44
Private Advisor Group
New Jersey
$9.09M +$31.3K +641 +0.3%
HighTower Advisors
45
HighTower Advisors
Illinois
$8.19M -$99.9K -2,047 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$8.09M +$8.09M +165,882 New
Mariner
47
Mariner
Kansas
$7.78M +$1.04M +21,351 +15%
BFG
48
Beacon Financial Group
Texas
$7.38M -$788K -16,166 -10%
CI
49
CX Institutional
Indiana
$7.28M -$650K -13,320 -8%
JFA
50
JNBA Financial Advisors
Minnesota
$6.8M -$6.77M -138,725 -50%
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