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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.

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 %
SEIA
51
Signature Estate & Investment Advisors
California
$6.77M -$73.8K -1,514 -1%
AR
52
Apeiron RIA
Texas
$6.49M -$239K -4,908 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.46M +$556K +11,409 +9%
MWM
54
Modera Wealth Management
New Jersey
$6.46M -$160K -3,288 -2%
CWM
55
Cornerstone Wealth Management
Missouri
$6.38M +$410K +8,402 +7%
FWP
56
FAS Wealth Partners
Kansas
$6.33M +$242K +4,958 +4%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$6.17M +$3.8M +77,833 +160%
CAMV
58
Concord Asset Management (Virginia)
Virginia
$6M +$678K +13,899 +13%
SL
59
Salomon & Ludwin
Virginia
$5.91M -$393K -8,066 -6%
CICC
60
Capital Investment Counsel (Colorado)
Colorado
$5.75M +$1.96M +40,235 +52%
DADC
61
D.A. Davidson & Co
Montana
$5.73M +$384K +7,882 +7%
DAS
62
Dynamic Advisor Solutions
Arizona
$5.56M +$293K +6,000 +6%
JWA
63
JFS Wealth Advisors
Pennsylvania
$5.31M -$199K -4,087 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$5.26M +$603K +12,372 +13%
GFG
65
Goldstone Financial Group
Illinois
$5.15M +$285K +5,849 +6%
WPIC
66
White Pine Investment Company
Michigan
$5.04M -$755K -15,478 -13%
IWA
67
Inspirion Wealth Advisors
Illinois
$4.89M -$22.2K -455 -0.5%
FFA
68
Frazier Financial Advisors
Ohio
$4.64M -$24.7K -507 -0.5%
LRWA
69
Long Run Wealth Advisors
New York
$4.51M +$79.6K +1,633 +2%
TFG
70
Team Financial Group
California
$4.5M -$671K -13,751 -13%
SCM
71
Sage Capital Management
New Jersey
$4.46M +$64K +1,313 +1%
UAG
72
United Advisor Group
Ohio
$4.41M +$4.41M +90,345 New
CFGS
73
Concourse Financial Group Securities
Alabama
$4.39M -$29K -594 -0.7%
CFP
74
Cascade Financial Partners
California
$4.28M +$4.28M +92,233 New
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$4.16M +$770K +15,790 +23%
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3
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