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WisdomTree US MidCap Dividend Fund
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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 %
MG
101
Mather Group
Illinois
$2.66M -$226K -4,938 -8%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.62M -$41K -897 -2%
GI
103
GLOBALT Investments
Georgia
$2.58M +$2.58M +56,525 New
SWM
104
Silverlake Wealth Management
Vermont
$2.58M -$82.7K -1,810 -3%
BCP
105
Berkeley Capital Partners
Georgia
$2.47M -$94.8K -2,074 -4%
EWMCB
106
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.43M -$283K -6,201 -10%
FAP
107
Financial Advisory Partners
Florida
$2.41M +$44.2K +968 +2%
VA
108
Vident Advisory
Georgia
$2.35M – – –
AWM
109
Apollon Wealth Management
South Carolina
$2.32M +$557K +12,189 +32%
RWA
110
Rooted Wealth Advisors
Illinois
$2.3M +$72.9K +1,643 +3%
BPA
111
Beacon Pointe Advisors
California
$2.27M -$512K -11,210 -18%
SWA
112
Stratos Wealth Advisors
Ohio
$2.25M +$99.8K +2,185 +5%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.23M +$1.18M +25,856 +113%
PAG
114
Powers Advisory Group
Illinois
$2.2M +$77.8K +1,702 +4%
IA
115
Insight Advisors
Pennsylvania
$2.13M +$826K +18,077 +64%
CWA
116
Centennial Wealth Advisory
Michigan
$2.07M +$6.99K +153 +0.3%
EA
117
Eudaimonia Advisors
Tennessee
$2.07M +$39.8K +871 +2%
MFG
118
Merit Financial Group
Georgia
$2.06M +$217K +4,756 +12%
APCM
119
Alaska Permanent Capital Management
Alaska
$2.02M -$41.5K -909 -2%
JWM
120
JPL Wealth Management
Colorado
$2.02M +$2.02M +44,188 New
HCP
121
Holt Capital Partners
Texas
$2.02M -$183K -4,000 -8%
FMTCOCP
122
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.94M +$738K +16,155 +62%
CPIG
123
Chicago Partners Investment Group
Illinois
$1.91M -$286K -6,339 -13%
WDL
124
Well Done LLC
Michigan
$1.88M -$16.3K -356 -0.9%
Corient Private Wealth
125
Corient Private Wealth
Florida
$1.82M +$85.2K +1,864 +5%
3 4
5
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