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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$6.32M +$125K +2,682 +2%
FWP
52
FAS Wealth Partners
Kansas
$6.29M +$220K +4,707 +4%
CWM
53
Cornerstone Wealth Management
Missouri
$6.21M +$90.4K +1,933 +1%
MWM
54
Modera Wealth Management
New Jersey
$6.17M -$22.1K -472 -0.4%
AR
55
Apeiron RIA
Texas
$5.97M -$257K -5,487 -4%
GFG
56
Goldstone Financial Group
Illinois
$5.89M +$956K +20,435 +19%
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$5.84M +$328K +7,003 +6%
Citadel Advisors
58
Citadel Advisors
Florida
$5.83M +$3.5M +74,870 +151%
DADC
59
D.A. Davidson & Co
Montana
$5.56M +$61.3K +1,311 +1%
SEIA
60
Signature Estate & Investment Advisors
California
$5.51M -$987K -21,100 -15%
DAS
61
Dynamic Advisor Solutions
Arizona
$5.49M +$152K +3,245 +3%
CAMV
62
Concord Asset Management (Virginia)
Virginia
$5.19M -$562K -12,010 -10%
UAG
63
United Advisor Group
Ohio
$5.16M +$933K +19,941 +22%
JWA
64
JFS Wealth Advisors
Pennsylvania
$5.04M -$54.5K -1,165 -1%
VA
65
Vident Advisory
Georgia
$4.81M +$2.41M +51,428 +100%
WPIC
66
White Pine Investment Company
Michigan
$4.72M -$110K -2,345 -2%
IWA
67
Inspirion Wealth Advisors
Illinois
$4.69M +$3.74K +80 +0.1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$4.61M -$1.31M -27,972 -22%
FFA
69
Frazier Financial Advisors
Ohio
$4.45M -$7.11K -152 -0.2%
JFA
70
JNBA Financial Advisors
Minnesota
$4.39M -$2.13M -45,644 -33%
TFG
71
Team Financial Group
California
$4.37M +$46.6K +997 +1%
SCM
72
Sage Capital Management
New Jersey
$4.32M +$46.3K +989 +1%
CFP
73
Cascade Financial Partners
California
$4.31M -$4.68K -100 -0.1%
LRWA
74
Long Run Wealth Advisors
New York
$4.27M -$51.6K -1,104 -1%
GWM
75
GSB Wealth Management
Connecticut
$4.26M +$267K +5,701 +7%
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