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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

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.

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
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$280M
2
Lido Advisors
2
Lido Advisors
California
$14.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11.6M
4
KAS
4
Kestra Advisory Services
Texas
$27.8M
5
Bank of America
5
Bank of America
North Carolina
$230M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$17.1M
2
LPL Financial
2
LPL Financial
California
$106M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
SSB
4
Sandy Spring Bank
Maryland
$26.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
26
Melone Private Wealth
Michigan
$16.4M -$1.05M -20,521 -6%
Stifel Financial
27
Stifel Financial
Missouri
$15.9M +$762K +14,948 +5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$15.6M -$1.12M -22,071 -7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$15.2M -$339K -6,651 -2%
Lido Advisors
30
Lido Advisors
California
$14.8M +$14M +275,561 +1,888%
MWM
31
Marion Wealth Management
Pennsylvania
$13.3M +$158K +3,105 +1%
PWP
32
Precedent Wealth Partners
Texas
$12.6M -$1.08M -21,253 -8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$12.4M +$1.12M +21,929 +10%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$132K +2,596 +1%
APP
35
Avantax Planning Partners
Iowa
$11.7M -$289K -5,672 -2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$11.6M +$11.6M +228,543 New
DWM
37
Destination Wealth Management
California
$11.6M -$348K -6,820 -3%
CWP
38
Concord Wealth Partners
Virginia
$11.5M +$1.2M +23,543 +12%
AWM
39
AE Wealth Management
Kansas
$11.4M +$566K +11,111 +5%
MWM
40
Modern Wealth Management
Kansas
$10.1M +$19.9K +391 +0.2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$10.1M +$2.86M +56,105 +39%
FHB
42
First Hawaiian Bank
Hawaii
$9.84M -$1.14M -22,358 -10%
IWP
43
Invenio Wealth Partners
Florida
$9.74M -$1.24M -24,237 -11%
Osaic Holdings
44
Osaic Holdings
Arizona
$9.54M +$843K +16,533 +10%
CRC
45
Curi RMB Capital
Illinois
$9.33M -$24.7K -484 -0.3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9.11M -$1.73M -33,889 -16%
LKWM
47
Lee-Kelleher Wealth Management
Maryland
$8.61M +$8.61M +168,872 New
WPIC
48
White Pine Investment Company
Michigan
$8.33M +$1.51M +29,626 +22%
HighTower Advisors
49
HighTower Advisors
Illinois
$8.32M +$7.54K +148 +0.1%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$8.27M +$5.59M +109,610 +208%
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