DON icon

WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
GFG
51
Goldstone Financial Group
Illinois
$8.17M +$588K +11,539 +8%
CI
52
CX Institutional
Indiana
$7.87M +$354K +6,941 +5%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$7.45M -$489K -9,598 -6%
Mariner
54
Mariner
Kansas
$7.18M -$688K -13,500 -9%
UAG
55
United Advisor Group
Ohio
$7.05M +$717K +14,070 +11%
CWM
56
Cornerstone Wealth Management
Missouri
$6.95M +$8.67K +170 +0.1%
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$6.7M +$114K +2,231 +2%
CAMV
58
Concord Asset Management (Virginia)
Virginia
$6.66M +$1.04M +20,448 +19%
MML Investors Services
59
MML Investors Services
Massachusetts
$6.57M -$353K -6,928 -5%
MWM
60
Modera Wealth Management
New Jersey
$6.57M -$138K -2,709 -2%
FWP
61
FAS Wealth Partners
Kansas
$6.56M -$264K -5,188 -4%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$6.49M +$2.15M +42,139 +49%
BFG
63
Beacon Financial Group
Texas
$6.38M -$532K -10,443 -8%
DADC
64
D.A. Davidson & Co
Montana
$6.04M -$6.63K -130 -0.1%
AR
65
Apeiron RIA
Texas
$6.01M -$450K -8,838 -7%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$5.74M +$3.97M +77,826 +224%
GWM
67
GSB Wealth Management
Connecticut
$5.63M +$285K +5,597 +5%
PAG
68
Private Advisor Group
New Jersey
$5.34M -$690K -13,536 -11%
JWA
69
JFS Wealth Advisors
Pennsylvania
$5.34M -$77.6K -1,522 -1%
SEIA
70
Signature Estate & Investment Advisors
California
$5.05M +$2.15M +42,131 +74%
IWA
71
Inspirion Wealth Advisors
Illinois
$4.87M -$102K -2,001 -2%
CFP
72
Cascade Financial Partners
California
$4.77M +$45.9K +900 +1%
SCM
73
Sage Capital Management
New Jersey
$4.74M +$17.7K +348 +0.4%
AI
74
Atria Investments
North Carolina
$4.72M +$517K +10,140 +12%
HBS
75
Howard Bailey Securities
Indiana
$4.68M -$4.74K -93 -0.1%