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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 %
GWM
76
GSB Wealth Management
Connecticut
$4.16M +$321K +6,590 +8%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$4.09M +$702K +14,389 +21%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$4.08M -$39.9K -818 -1%
FCI
79
Financial Counselors Inc
Kansas
$4.02M -$79.7K -1,635 -2%
UCFA
80
United Capital Financial Advisors
Texas
$4.02M -$2.67M -54,816 -40%
PCMF
81
Private Capital Management (Florida)
Florida
$3.98M +$167K +3,419 +4%
IA
82
IFG Advisory
Georgia
$3.96M -$134K -2,754 -3%
SIA
83
Soltis Investment Advisors
Utah
$3.91M -$17M -349,384 -81%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$3.86M -$5.45M -111,679 -58%
CA
85
Cetera Advisors
Colorado
$3.85M +$2.95M +60,426 +325%
NB
86
NBT Bank
New York
$3.74M -$37.3K -765 -1%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3.55M +$410K +8,397 +13%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$3.55M -$1.7M -34,814 -32%
AWS
89
Atria Wealth Solutions
New York
$3.54M -$422K -8,643 -11%
SYBT
90
Stock Yards Bank & Trust
Kentucky
$3.52M -$250K -5,135 -7%
EH
91
Equitable Holdings
New York
$3.46M +$278K +5,705 +9%
HW
92
Hancock Whitney
Mississippi
$3.34M -$33.2K -681 -1%
FI
93
Financial Insights
Washington
$3.32M -$171K -3,501 -5%
VC
94
Vestor Capital
Illinois
$3.26M +$166K +3,396 +5%
MWA
95
Midland Wealth Advisors
Illinois
$3.23M -$763K -15,655 -19%
TWC
96
TD Waterhouse Canada
Ontario, Canada
$3.19M +$2.34M +48,766 +274%
TA
97
TFG Advisers
Michigan
$3.19M +$4.44K +91 +0.1%
AI
98
Atria Investments
North Carolina
$3.13M +$261K +5,361 +9%
IA
99
Insight Advisors
Pennsylvania
$3.09M +$821K +16,832 +36%
BW
100
BIP Wealth
Georgia
$3.06M -$55.4K -1,136 -2%
2 3
4
5 6