DON icon

WisdomTree US MidCap Dividend Fund
DON

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 %
CI
51
CX Institutional
Indiana
$7.43M -$273K -5,969 -4%
SEIA
52
Signature Estate & Investment Advisors
California
$6.41M -$70.8K -1,549 -1%
Mariner
53
Mariner
Kansas
$6.31M +$639K +13,992 +11%
AR
54
Apeiron RIA
Texas
$6.31M -$22.7K -496 -0.4%
UCFA
55
United Capital Financial Advisors
Texas
$6.27M -$18.6M -406,575 -75%
MWM
56
Modera Wealth Management
New Jersey
$6.2M -$75.9K -1,661 -1%
FWP
57
FAS Wealth Partners
Kansas
$5.7M +$304K +6,645 +6%
CWM
58
Cornerstone Wealth Management
Missouri
$5.6M +$62.4K +1,365 +1%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.53M -$2.75M -60,118 -33%
WPIC
60
White Pine Investment Company
Michigan
$5.43M -$45.8K -1,002 -0.8%
SL
61
Salomon & Ludwin
Virginia
$5.3M – – –
JWA
62
JFS Wealth Advisors
Pennsylvania
$5.16M -$62.7K -1,373 -1%
DADC
63
D.A. Davidson & Co
Montana
$5.01M -$39.3K -861 -0.8%
CAMV
64
Concord Asset Management (Virginia)
Virginia
$4.99M +$129K +2,830 +3%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$4.91M -$151K -3,315 -3%
DAS
66
Dynamic Advisor Solutions
Arizona
$4.88M +$4.32M +95,735 +775%
TFG
67
Team Financial Group
California
$4.85M +$51.4K +1,124 +1%
IWA
68
Inspirion Wealth Advisors
Illinois
$4.61M -$6.68K -146 -0.1%
GFG
69
Goldstone Financial Group
Illinois
$4.56M +$1.5M +32,768 +49%
FFA
70
Frazier Financial Advisors
Ohio
$4.37M +$4.37M +95,738 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$4.36M -$2.03M -44,452 -32%
Citadel Advisors
72
Citadel Advisors
Florida
$4.28M +$2.6M +56,871 +154%
LRWA
73
Long Run Wealth Advisors
New York
$4.15M -$195K -4,264 -4%
CFGS
74
Concourse Financial Group Securities
Alabama
$4.14M -$5.62K -123 -0.1%
SCM
75
Sage Capital Management
New Jersey
$4.12M +$4.12M +90,111 New
1 2
3
4 5