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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

408 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+30
Holders Change %
+7.94%
% of All Funds
5.98%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
55
Increased
143
Reduced
149
Closed
24
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$781K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
HNB
2
Huntington National Bank
Ohio
$14.5M
3
Bank of America
3
Bank of America
North Carolina
$194M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$1.81M -$183K -4,006 -9%
YWS
127
Yarger Wealth Strategies
Ohio
$1.8M -$110K -2,401 -6%
WANY
128
Wealthspire Advisors (New York)
New York
$1.76M -$503 -11 -0%
FNB
129
Farmers National Bank
Kentucky
$1.76M +$99.6K +2,179 +6%
CWM
130
Connecticut Wealth Management
Connecticut
$1.73M -$9.6K -210 -0.6%
ATC
131
Argent Trust Co
Tennessee
$1.71M -$73.1K -1,600 -4%
Two Sigma Investments
132
Two Sigma Investments
New York
$1.68M +$1.68M +36,800 New
CF
133
Centaurus Financial
California
$1.67M -$52K -1,139 -3%
PS
134
Principal Securities
Iowa
$1.56M +$1.56M +34,057 New
IF
135
Intrua Financial
Texas
$1.55M -$5.25K -115 -0.3%
CAL
136
Capital Advisors Ltd
Ohio
$1.54M -$28.7K -629 -2%
Truist Financial
137
Truist Financial
North Carolina
$1.51M -$15.8K -345 -1%
SFP
138
Sweet Financial Partners
Minnesota
$1.48M +$228 +5 +0%
EWA
139
EP Wealth Advisors
California
$1.47M -$11K -240 -0.7%
CB
140
Cadence Bank
Mississippi
$1.46M -$73K -1,597 -5%
FRA
141
FFG Retirement Advisors
Colorado
$1.46M +$1.46M +31,992 New
SAM
142
Smartleaf Asset Management
Massachusetts
$1.45M +$1.45M +31,617 New
Financial Engines Advisors
143
Financial Engines Advisors
California
$1.43M +$23.5K +515 +2%
MMA
144
Miracle Mile Advisors
California
$1.43M +$654K +14,304 +84%
HAG
145
HF Advisory Group
Maryland
$1.39M +$175K +3,833 +14%
BWM
146
Baystate Wealth Management
Massachusetts
$1.39M -$342K -7,482 -20%
CANC
147
Culbertson A N & Co
Virginia
$1.38M -$10.1K -220 -0.7%
SEP
148
Southland Equity Partners
Missouri
$1.36M -$23.4K -512 -2%
BEI
149
Benjamin Edwards Inc
Missouri
$1.34M +$4.48K +98 +0.3%
ICM
150
IMS Capital Management
Oregon
$1.33M – – –
4 5
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