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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 %
CFA
101
Cahill Financial Advisors
Minnesota
$2.99M +$98.7K +2,024 +3%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.8M – – –
JWM
103
JPL Wealth Management
Colorado
$2.79M +$634K +12,991 +29%
SWM
104
Silverlake Wealth Management
Vermont
$2.64M -$114K -2,332 -4%
GI
105
GLOBALT Investments
Georgia
$2.61M -$149K -3,057 -5%
RFA
106
Resurgent Financial Advisors
Georgia
$2.55M +$1.42M +29,039 +125%
BPA
107
Beacon Pointe Advisors
California
$2.54M +$119K +2,447 +5%
MG
108
Mather Group
Illinois
$2.53M -$137K -3,004 -5%
AWM
109
Apollon Wealth Management
South Carolina
$2.52M +$36.3K +745 +1%
VA
110
Vident Advisory
Georgia
$2.51M – – –
PCG
111
Prosperity Consulting Group
Maryland
$2.46M +$2.46M +50,495 New
WB
112
West Bancorporation
Iowa
$2.46M -$865K -17,739 -26%
Citadel Advisors
113
Citadel Advisors
Florida
$2.42M -$2.15M -44,064 -47%
PAG
114
Powers Advisory Group
Illinois
$2.37M +$26.5K +544 +1%
APCM
115
Alaska Permanent Capital Management
Alaska
$2.31M +$151K +3,102 +7%
CWA
116
Centennial Wealth Advisory
Michigan
$2.3M +$92.7K +1,901 +4%
EA
117
Eudaimonia Advisors
Tennessee
$2.22M +$13.2K +271 +0.6%
MFG
118
Merit Financial Group
Georgia
$2.18M +$58.9K +1,251 +3%
HCP
119
Holt Capital Partners
Texas
$2.15M – – –
FNB
120
Farmers National Bank
Kentucky
$2.14M +$257K +5,265 +14%
RWA
121
Rooted Wealth Advisors
Illinois
$2.11M -$370K -7,716 -15%
SAM
122
Smartleaf Asset Management
Massachusetts
$2.03M +$496K +10,221 +32%
WDL
123
Well Done LLC
Michigan
$2.01M +$146 +3 +0%
FFA
124
Founders Financial Alliance
North Carolina
$1.99M +$1.95M +39,883 +3,910%
CPIG
125
Chicago Partners Investment Group
Illinois
$1.93M -$51K -1,090 -3%
3 4
5
6 7