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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 %
BW
101
BIP Wealth
Georgia
$2.83M +$248K +4,857 +10%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$2.69M -$1.27M -24,775 -32%
SL
103
Salomon & Ludwin
Virginia
$2.65M -$549K -10,728 -17%
VA
104
Vident Advisory
Georgia
$2.63M -$2.63M -51,428 -50%
AWM
105
Apollon Wealth Management
South Carolina
$2.59M -$32.6K -638 -1%
SWM
106
Silverlake Wealth Management
Vermont
$2.48M -$79.8K -1,560 -3%
KWA
107
Kingswood Wealth Advisors
California
$2.46M +$2.46M +48,037 New
FFA
108
Founders Financial Alliance
North Carolina
$2.42M +$18.9K +369 +0.8%
PAG
109
Powers Advisory Group
Illinois
$2.42M -$25.9K -506 -1%
GI
110
GLOBALT Investments
Georgia
$2.4M -$64.3K -1,257 -3%
PCG
111
Prosperity Consulting Group
Maryland
$2.37M -$42.4K -830 -2%
HCP
112
Holt Capital Partners
Texas
$2.25M +$1.82M +35,643 +421%
RA
113
Rodgers & Associates
Pennsylvania
$2.17M +$127K +2,476 +6%
SIA
114
Soltis Investment Advisors
Utah
$2.16M +$62.1K +1,214 +3%
WDL
115
Well Done LLC
Michigan
$2.09M +$32.1K +627 +2%
IF
116
Intrua Financial
Texas
$2.06M -$1.01M -19,656 -33%
CPIG
117
Chicago Partners Investment Group
Illinois
$2.05M -$64.5K -1,259 -3%
YWS
118
Yarger Wealth Strategies
Ohio
$2.03M -$4.5K -88 -0.2%
WANY
119
Wealthspire Advisors (New York)
New York
$2.01M +$36.3K +710 +2%
Northern Trust
120
Northern Trust
Illinois
$1.9M – – –
CF
121
Centaurus Financial
California
$1.87M -$7.47K -146 -0.4%
PS
122
Principal Securities
Iowa
$1.87M +$89.7K +1,755 +5%
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.86M -$21.2K -415 -1%
HAG
124
HF Advisory Group
Maryland
$1.85M -$165K -3,221 -8%
ATC
125
Argent Trust Co
Tennessee
$1.85M -$36.3K -710 -2%
3 4
5
6 7