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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 %
CFGS
76
Concourse Financial Group Securities
Alabama
$4.16M -$46.6K -996 -1%
EH
77
Equitable Holdings
New York
$4.04M +$718K +15,353 +22%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.88M -$1.16M -24,763 -23%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$3.88M -$29K -621 -0.7%
PCMF
80
Private Capital Management (Florida)
Florida
$3.83M +$18.4K +393 +0.5%
IA
81
IFG Advisory
Georgia
$3.77M -$27.2K -582 -0.7%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$3.65M -$348K -7,444 -9%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$3.62M -$86.7K -1,854 -2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$3.61M +$200K +4,279 +6%
NB
85
NBT Bank
New York
$3.53M -$64.7K -1,384 -2%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$3.51M +$425K +9,163 +14%
IA
87
Insight Advisors
Pennsylvania
$3.49M +$531K +11,345 +18%
FCI
88
Financial Counselors Inc
Kansas
$3.47M -$387K -8,273 -10%
AWS
89
Atria Wealth Solutions
New York
$3.46M +$66.4K +1,420 +2%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$3.43M +$25.7K +549 +0.8%
SA
91
Sanctuary Advisors
Indiana
$3.33M +$3.33M +71,499 New
MWM
92
Meridian Wealth Management
Kentucky
$3.31M +$3.31M +70,712 New
UCFA
93
United Capital Financial Advisors
Texas
$3.3M -$554K -11,849 -14%
SYBT
94
Stock Yards Bank & Trust
Kentucky
$3.28M -$93.7K -2,003 -3%
HW
95
Hancock Whitney
Mississippi
$3.21M +$14.2K +304 +0.4%
AI
96
Atria Investments
North Carolina
$3.18M +$176K +3,766 +6%
CFA
97
Cahill Financial Advisors
Minnesota
$3.16M +$288K +6,165 +10%
FI
98
Financial Insights
Washington
$3.08M -$96.4K -2,062 -3%
VC
99
Vestor Capital
Illinois
$3.07M -$63K -1,347 -2%
TA
100
TFG Advisers
Michigan
$3.01M -$40.6K -868 -1%
2 3
4
5 6