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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

423 hedge funds and large institutions have $1.93B invested in WisdomTree US MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+15
Holders Change %
+3.68%
% of All Funds
6.13%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
48
Increased
162
Reduced
154
Closed
25
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$1K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$25.1M
2
Bank of America
Bank of America
North Carolina
$221M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.4M
5
UAG
United Advisor Group
Ohio
$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
UBS Group
UBS Group
Switzerland
$0
3
SIA
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
HNB
Huntington National Bank
Ohio
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWS
126
Yarger Wealth Strategies
Ohio
$1.93M +$11K +226 +0.6%
WANY
127
Wealthspire Advisors (New York)
New York
$1.88M – – –
FMTCOCP
128
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.85M -$218K -4,462 -11%
Northern Trust
129
Northern Trust
Illinois
$1.81M -$119K -2,436 -6%
ATC
130
Argent Trust Co
Tennessee
$1.81M -$19.5K -400 -1%
Corient Private Wealth
131
Corient Private Wealth
Florida
$1.79M -$145K -2,968 -7%
CF
132
Centaurus Financial
California
$1.72M -$57.3K -1,175 -3%
HAG
133
HF Advisory Group
Maryland
$1.71M +$227K +4,653 +15%
PS
134
Principal Securities
Iowa
$1.69M +$28.7K +588 +2%
CAL
135
Capital Advisors Ltd
Ohio
$1.63M -$15.1K -310 -0.9%
Truist Financial
136
Truist Financial
North Carolina
$1.63M +$17.7K +363 +1%
IF
137
Intrua Financial
Texas
$1.62M -$34.1K -699 -2%
SCA
138
Snowden Capital Advisors
New York
$1.61M +$319K +6,540 +25%
FRA
139
FFG Retirement Advisors
Colorado
$1.6M +$37K +758 +2%
CB
140
Cadence Bank
Mississippi
$1.58M +$15.8K +324 +1%
SFP
141
Sweet Financial Partners
Minnesota
$1.57M -$8.58K -176 -0.5%
Financial Engines Advisors
142
Financial Engines Advisors
California
$1.53M – – –
MMA
143
Miracle Mile Advisors
California
$1.53M – – –
BEI
144
Benjamin Edwards Inc
Missouri
$1.49M +$59.8K +1,226 +4%
CANC
145
Culbertson A N & Co
Virginia
$1.48M +$6.83K +140 +0.5%
EWA
146
EP Wealth Advisors
California
$1.47M -$96K -1,969 -6%
SEP
147
Southland Equity Partners
Missouri
$1.45M -$4.93K -101 -0.3%
FAP
148
Financial Advisory Partners
Florida
$1.45M -$1.12M -23,050 -44%
FMN
149
Financial Management Network
California
$1.44M +$38K +797 +3%
ICM
150
IMS Capital Management
Oregon
$1.42M -$3.9K -80 -0.3%
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