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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 %
MWA
101
Midland Wealth Advisors
Illinois
$2.98M -$120K -2,561 -4%
SL
102
Salomon & Ludwin
Virginia
$2.9M -$2.73M -58,721 -48%
JWM
103
JPL Wealth Management
Colorado
$2.83M +$155K +3,311 +6%
IF
104
Intrua Financial
Texas
$2.8M +$1.24M +26,593 +80%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M -$23.5K -503 -0.9%
BPA
106
Beacon Pointe Advisors
California
$2.48M +$40.9K +875 +2%
AWM
107
Apollon Wealth Management
South Carolina
$2.4M -$9.03K -193 -0.4%
CWA
108
Centennial Wealth Advisory
Michigan
$2.36M +$159K +3,406 +7%
BW
109
BIP Wealth
Georgia
$2.36M -$572K -12,238 -20%
SWM
110
Silverlake Wealth Management
Vermont
$2.35M -$184K -3,937 -7%
MG
111
Mather Group
Illinois
$2.35M -$352K -7,220 -13%
RWA
112
Rooted Wealth Advisors
Illinois
$2.27M +$110K +2,243 +5%
GI
113
GLOBALT Investments
Georgia
$2.25M -$249K -5,329 -10%
PAG
114
Powers Advisory Group
Illinois
$2.24M -$39.8K -852 -2%
PCG
115
Prosperity Consulting Group
Maryland
$2.21M -$151K -3,224 -6%
FFA
116
Founders Financial Alliance
North Carolina
$2.2M +$284K +6,073 +15%
Jane Street
117
Jane Street
New York
$2.09M +$1.84M +39,324 +724%
MFG
118
Merit Financial Group
Georgia
$2.09M -$83.7K -1,789 -4%
CPIG
119
Chicago Partners Investment Group
Illinois
$2.06M -$7K -140 -0.3%
FNB
120
Farmers National Bank
Kentucky
$2.04M -$11K -235 -0.5%
SAM
121
Smartleaf Asset Management
Massachusetts
$2.03M +$82.6K +1,775 +4%
SIA
122
Soltis Investment Advisors
Utah
$1.92M -$1.83M -39,097 -49%
WDL
123
Well Done LLC
Michigan
$1.88M -$44.2K -944 -2%
RA
124
Rodgers & Associates
Pennsylvania
$1.87M +$1.87M +40,030 New
YWS
125
Yarger Wealth Strategies
Ohio
$1.86M +$11.6K +247 +0.6%
3 4
5
6 7