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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 %
CWM
51
Cornerstone Wealth Management
Missouri
$6.96M +$171K +3,340 +3%
MML Investors Services
52
MML Investors Services
Massachusetts
$6.94M +$31.5K +617 +0.5%
BFG
53
Beacon Financial Group
Texas
$6.93M -$174K -3,398 -2%
FWP
54
FAS Wealth Partners
Kansas
$6.85M -$24.9K -487 -0.4%
WPIC
55
White Pine Investment Company
Michigan
$6.84M +$1.68M +32,776 +32%
MWM
56
Modera Wealth Management
New Jersey
$6.73M -$23.2K -453 -0.3%
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$6.61M +$217K +4,249 +3%
AR
58
Apeiron RIA
Texas
$6.49M -$42.8K -837 -0.7%
UAG
59
United Advisor Group
Ohio
$6.35M +$711K +13,901 +13%
DADC
60
D.A. Davidson & Co
Montana
$6.07M -$5.52K -108 -0.1%
PAG
61
Private Advisor Group
New Jersey
$6.05M -$2.94M -57,451 -33%
CAMV
62
Concord Asset Management (Virginia)
Virginia
$5.63M -$42K -821 -0.7%
JWA
63
JFS Wealth Advisors
Pennsylvania
$5.43M -$73.7K -1,441 -1%
GWM
64
GSB Wealth Management
Connecticut
$5.36M +$708K +13,846 +15%
IWA
65
Inspirion Wealth Advisors
Illinois
$5.01M -$121K -2,376 -2%
CFP
66
Cascade Financial Partners
California
$4.75M +$23.3K +455 +0.5%
SCM
67
Sage Capital Management
New Jersey
$4.74M +$16.9K +330 +0.4%
HBS
68
Howard Bailey Securities
Indiana
$4.7M +$4.7M +91,926 New
FFA
69
Frazier Financial Advisors
Ohio
$4.63M -$227K -4,447 -5%
LRWA
70
Long Run Wealth Advisors
New York
$4.56M -$110K -2,146 -2%
EH
71
Equitable Holdings
New York
$4.55M +$139K +2,714 +3%
CFGS
72
Concourse Financial Group Securities
Alabama
$4.54M -$11.6K -226 -0.3%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$4.36M +$414K +8,096 +11%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$4.35M +$109K +2,132 +3%
AI
75
Atria Investments
North Carolina
$4.22M +$745K +14,577 +21%
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