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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$3.86M +$41.1K +900 +1%
FCI
77
Financial Counselors Inc
Kansas
$3.84M +$137K +2,989 +4%
IA
78
IFG Advisory
Georgia
$3.84M +$50.3K +1,100 +1%
MWA
79
Midland Wealth Advisors
Illinois
$3.74M +$3.74M +81,870 New
AWS
80
Atria Wealth Solutions
New York
$3.71M +$158K +3,449 +4%
GWM
81
GSB Wealth Management
Connecticut
$3.6M +$209K +4,578 +6%
PCMF
82
Private Capital Management (Florida)
Florida
$3.57M +$60.3K +1,319 +2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$3.55M -$17.6K -385 -0.5%
CICC
84
Capital Investment Counsel (Colorado)
Colorado
$3.55M +$3.55M +77,694 New
NB
85
NBT Bank
New York
$3.54M +$1.02M +22,238 +40%
SYBT
86
Stock Yards Bank & Trust
Kentucky
$3.53M -$694K -15,197 -16%
FI
87
Financial Insights
Washington
$3.27M -$46.7K -1,022 -1%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$3.18M +$87.3K +1,910 +3%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$3.18M +$230K +5,044 +8%
DWMG
90
DB Wealth Management Group
California
$3.17M -$411K -8,997 -11%
HW
91
Hancock Whitney
Mississippi
$3.16M -$516K -11,298 -14%
WB
92
West Bancorporation
Iowa
$3.11M -$375K -8,211 -11%
EH
93
Equitable Holdings
New York
$2.98M +$187K +4,088 +7%
TA
94
TFG Advisers
Michigan
$2.98M -$23K -504 -0.8%
MWM
95
Meridian Wealth Management
Kentucky
$2.97M +$2.97M +64,909 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2.94M +$2.09M +45,747 +245%
BW
97
BIP Wealth
Georgia
$2.92M +$176K +3,849 +6%
VC
98
Vestor Capital
Illinois
$2.9M +$14.4K +316 +0.5%
CFA
99
Cahill Financial Advisors
Minnesota
$2.71M +$22.9K +502 +0.9%
AI
100
Atria Investments
North Carolina
$2.69M +$2.69M +58,814 New
2 3
4
5 6