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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

438 hedge funds and large institutions have $2.34B invested in WisdomTree US MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 162 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+22
Holders Change %
+5.29%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
59
Increased
147
Reduced
162
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$280M
2
Lido Advisors
2
Lido Advisors
California
$14.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11.6M
4
KAS
4
Kestra Advisory Services
Texas
$27.8M
5
Bank of America
5
Bank of America
North Carolina
$230M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$17.1M
2
LPL Financial
2
LPL Financial
California
$106M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
SSB
4
Sandy Spring Bank
Maryland
$26.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGWP
101
Founders Grove Wealth Partners
Virginia
$3.2M +$3.2M +62,740 New
FI
102
Financial Insights
Washington
$3.18M -$142K -2,785 -4%
IAA
103
Independent Advisor Alliance
North Carolina
$3.14M +$3.14M +61,641 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.98M +$1.4M +27,455 +89%
BPA
105
Beacon Pointe Advisors
California
$2.96M +$75.8K +1,487 +3%
BMWS
106
Brady Martz Wealth Solutions
North Dakota
$2.86M +$2.86M +55,842 New
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.84M -$43.6K -855 -2%
MWA
108
Midland Wealth Advisors
Illinois
$2.8M -$85K -1,668 -3%
SYBT
109
Stock Yards Bank & Trust
Kentucky
$2.8M -$435K -8,526 -13%
SC
110
SouthState Corp
Florida
$2.79M +$1.5M +29,457 +116%
BW
111
BIP Wealth
Georgia
$2.73M -$93K -1,825 -3%
TFG
112
Team Financial Group
California
$2.72M -$1.43M -28,104 -35%
EE
113
EWG Elevate
California
$2.64M +$2.64M +51,791 New
VA
114
Vident Advisory
Georgia
$2.62M – – –
DFP
115
Defined Financial Planning
California
$2.6M +$2.6M +50,997 New
AWM
116
Apollon Wealth Management
South Carolina
$2.6M +$9.58K +188 +0.4%
FFA
117
Founders Financial Alliance
North Carolina
$2.52M +$102K +1,999 +4%
PAG
118
Powers Advisory Group
Illinois
$2.42M +$11.9K +233 +0.5%
SWM
119
Silverlake Wealth Management
Vermont
$2.32M -$152K -2,980 -6%
GI
120
GLOBALT Investments
Georgia
$2.32M -$68.7K -1,348 -3%
PCG
121
Prosperity Consulting Group
Maryland
$2.32M -$46.7K -917 -2%
SL
122
Salomon & Ludwin
Virginia
$2.29M -$353K -6,920 -13%
HCP
123
Holt Capital Partners
Texas
$2.25M – – –
FNB
124
Farmers National Bank
Kentucky
$2.18M +$2.18M +42,860 New
EF
125
Envision Financial
Wisconsin
$2.12M +$2.12M +41,520 New
3 4
5
6 7