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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

409 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 31 closing their positions.

Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
24
Increased
144
Reduced
171
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$77.7M
2
Wells Fargo
2
Wells Fargo
California
$50M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$9.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
LPL Financial
5
LPL Financial
California
$88M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.1M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$10.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
SL
4
Salomon & Ludwin
Virginia
$2.9M
5
WB
5
West Bancorporation
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
26
Melone Private Wealth
Michigan
$15.6M +$195K +4,170 +1%
HNB
27
Huntington National Bank
Ohio
$15.1M -$15.6M – –
Stifel Financial
28
Stifel Financial
Missouri
$13.8M -$188K -4,021 -1%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$13.8M +$575K +12,286 +4%
PWS
30
Private Wealth Strategies
Ohio
$13.1M +$323K +6,897 +3%
APP
31
Avantax Planning Partners
Iowa
$12.8M +$348K +7,440 +3%
PWP
32
Precedent Wealth Partners
Texas
$12.3M +$275K +5,871 +2%
MWM
33
Marion Wealth Management
Pennsylvania
$11.6M +$180K +3,839 +2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$11.5M +$2.05M +43,806 +22%
DWM
35
Destination Wealth Management
California
$11.1M +$24.9K +533 +0.2%
IWP
36
Invenio Wealth Partners
Florida
$11M +$670K +14,336 +6%
FHB
37
First Hawaiian Bank
Hawaii
$10.4M -$160K -3,414 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$10.3M -$10.5M -224,854 -51%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$9.87M +$315K +6,735 +3%
CWP
40
Concord Wealth Partners
Virginia
$9.75M -$117K -2,497 -1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$9.09M +$5.16M +110,417 +132%
CRC
42
Curi RMB Capital
Illinois
$8.73M -$1.03M -22,098 -11%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.57M -$1.18M -25,188 -12%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$8.23M -$505K -10,802 -6%
PAG
45
Private Advisor Group
New Jersey
$8.22M -$496K -10,598 -6%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$7.97M +$212K +4,525 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$7.68M -$170K -3,645 -2%
Mariner
48
Mariner
Kansas
$7.2M -$260K -5,552 -3%
CI
49
CX Institutional
Indiana
$6.79M -$194K -4,143 -3%
BFG
50
Beacon Financial Group
Texas
$6.5M -$576K -12,320 -8%
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