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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$1.36M 33,311 -2,097 -6%
EWA
127
EP Wealth Advisors
California
$1.33M 32,370 +9,545 +42%
SFP
128
Sweet Financial Partners
Minnesota
$1.33M 32,358 +4 +0%
PA
129
Pinnacle Associates
New York
$1.3M 31,616 -2,072 -6%
Financial Engines Advisors
130
Financial Engines Advisors
California
$1.26M 30,870 -804 -3%
PWP
131
Principle Wealth Partners
Connecticut
$1.24M 30,390 -5,150 -14%
CANC
132
Culbertson A N & Co
Virginia
$1.24M 30,386
SEP
133
Southland Equity Partners
Missouri
$1.24M 30,382 -229 -0.7%
AF
134
Apexium Financial
Texas
$1.23M 30,131 -1,721 -5%
BEI
135
Benjamin Edwards Inc
Missouri
$1.19M 29,128 +32 +0.1%
ICM
136
IMS Capital Management
Oregon
$1.19M 29,125 -335 -1%
IA
137
Insight Advisors
Pennsylvania
$1.16M 28,435 -2,844 -9%
AWA
138
Arkadios Wealth Advisors
Georgia
$1.11M 27,155 -1,139 -4%
GFS
139
GYL Financial Synergies
Connecticut
$1.11M 27,065
SCA
140
Snowden Capital Advisors
New York
$1.1M 26,951 -75,714 -74%
HAG
141
HF Advisory Group
Maryland
$1.1M 26,662 -356 -1%
DWM
142
Denver Wealth Management
Colorado
$1.09M 26,701 -2,387 -8%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M 26,553 -1,838 -6%
IRC
144
Investors Research Corp
Georgia
$1.08M 26,432 -1,334 -5%
FMTCOCP
145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.07M 26,185 +26,185 New
MF
146
Meridian Financial
Massachusetts
$1.07M 26,144 -906 -3%
OWM
147
Opes Wealth Management
California
$1.07M 26,013 -270 -1%
Comerica Bank
148
Comerica Bank
Texas
$1.07M 26,006 +26,006 New
WB
149
WesBanco Bank
West Virginia
$1.05M 25,562
GDP
150
Great Diamond Partners
Maine
$993K 24,255 -330 -1%