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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 %
TFG
76
Team Financial Group
California
$4.16M -$609K -11,913 -13%
PCMF
77
Private Capital Management (Florida)
Florida
$4.09M -$103K -2,005 -2%
IA
78
IFG Advisory
Georgia
$4.06M -$61.1K -1,195 -1%
MWM
79
Meridian Wealth Management
Kentucky
$4M +$383K +7,500 +11%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$3.86M +$14.6K +287 +0.4%
MSFS
81
Main Street Financial Solutions
Pennsylvania
$3.79M +$45.5K +890 +1%
JFA
82
JNBA Financial Advisors
Minnesota
$3.75M -$1.05M -20,574 -22%
FCI
83
Financial Counselors Inc
Kansas
$3.74M -$53.9K -1,055 -1%
AWS
84
Atria Wealth Solutions
New York
$3.68M -$96.1K -1,880 -3%
CFA
85
Cahill Financial Advisors
Minnesota
$3.55M +$94.7K +1,853 +3%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$3.53M -$458K -8,967 -12%
HW
87
Hancock Whitney
Mississippi
$3.51M -$511 -10 -0%
NB
88
NBT Bank
New York
$3.51M -$349K -6,828 -9%
UCFA
89
United Capital Financial Advisors
Texas
$3.44M -$165K -3,231 -5%
FI
90
Financial Insights
Washington
$3.34M -$36.6K -715 -1%
SA
91
Sanctuary Advisors
Indiana
$3.32M -$613K -11,141 -16%
TA
92
TFG Advisers
Michigan
$3.31M +$14K +274 +0.4%
VC
93
Vestor Capital
Illinois
$3.26M -$88.3K -1,726 -3%
SYBT
94
Stock Yards Bank & Trust
Kentucky
$3.24M -$349K -6,829 -10%
IBOK
95
Independence Bank of Kentucky
Kentucky
$3.07M +$1.67M +32,620 +119%
SEIA
96
Signature Estate & Investment Advisors
California
$2.92M -$3.1M -60,689 -52%
MWA
97
Midland Wealth Advisors
Illinois
$2.9M -$356K -6,959 -11%
BPA
98
Beacon Pointe Advisors
California
$2.9M +$186K +3,646 +7%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.89M -$16.6K -325 -0.6%
Two Sigma Investments
100
Two Sigma Investments
New York
$2.87M +$2.87M +56,200 New
2 3
4
5 6