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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

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.

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$123M
2
MWM
2
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
4
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$10.8M
2
SFC
2
Strategic Financial Concepts
Texas
$339K
3
HNB
3
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$16.8M -$856K -16,751 -5%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$15.9M +$6.02M +117,727 +61%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$15.6M +$551K +10,816 +4%
Stifel Financial
29
Stifel Financial
Missouri
$15.2M +$90.6K +1,771 +0.6%
PWP
30
Precedent Wealth Partners
Texas
$13.7M +$291K +5,693 +2%
MWM
31
Marion Wealth Management
Pennsylvania
$13.1M +$505K +9,882 +4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$322K -6,293 -3%
APP
33
Avantax Planning Partners
Iowa
$12.1M -$1.97M -38,600 -14%
DWM
34
Destination Wealth Management
California
$12M -$90.5K -1,770 -0.7%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$11.3M +$46K +900 +0.4%
FHB
36
First Hawaiian Bank
Hawaii
$11M -$340K -6,644 -3%
IWP
37
Invenio Wealth Partners
Florida
$11M -$1.01M -19,734 -8%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$82.3K +1,609 +0.8%
AWM
39
AE Wealth Management
Kansas
$10.8M -$23.7M -463,869 -69%
CWP
40
Concord Wealth Partners
Virginia
$10.3M -$347K -6,781 -3%
MWM
41
Modern Wealth Management
Kansas
$10.2M +$10.2M +198,571 New
CRC
42
Curi RMB Capital
Illinois
$9.38M -$158K -3,086 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.72M -$647K -12,639 -7%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.34M -$57.5K -1,124 -0.7%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7.96M -$1.04M -20,319 -12%
Mariner
46
Mariner
Kansas
$7.89M +$23.9K +467 +0.3%
GFG
47
Goldstone Financial Group
Illinois
$7.61M +$1.17M +22,797 +18%
CI
48
CX Institutional
Indiana
$7.54M +$120K +2,350 +2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$7.28M +$3.03M +59,313 +71%
DAS
50
Dynamic Advisor Solutions
Arizona
$7.25M +$1.25M +24,414 +21%
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