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WisdomTree US MidCap Dividend Fund

409 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
24
Increased
144
Reduced
171
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAG
126
HF Advisory Group
Maryland
$1.85M +$202K +4,314 +12%
WANY
127
Wealthspire Advisors (New York)
New York
$1.81M
FMTCOCP
128
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.77M -$5.52K -118 -0.3%
Northern Trust
129
Northern Trust
Illinois
$1.74M
ATC
130
Argent Trust Co
Tennessee
$1.73M -$5.61K -120 -0.3%
Corient Private Wealth
131
Corient Private Wealth
Florida
$1.72M -$47 -1 -0%
CF
132
Centaurus Financial
California
$1.71M +$61.5K +1,315 +4%
PS
133
Principal Securities
Iowa
$1.62M +$4.26K +91 +0.3%
Truist Financial
134
Truist Financial
North Carolina
$1.57M +$15.6K +333 +1%
CAL
135
Capital Advisors Ltd
Ohio
$1.55M -$6.6K -141 -0.4%
SCA
136
Snowden Capital Advisors
New York
$1.55M +$6.88K +147 +0.4%
FRA
137
FFG Retirement Advisors
Colorado
$1.49M -$37.3K -797 -2%
CB
138
Cadence Bank
Mississippi
$1.49M -$23.4K -500 -2%
SFP
139
Sweet Financial Partners
Minnesota
$1.44M -$66.7K -1,426 -4%
CANC
140
Culbertson A N & Co
Virginia
$1.43M +$15.6K +333 +1%
Financial Engines Advisors
141
Financial Engines Advisors
California
$1.42M -$43.8K -936 -3%
BEI
142
Benjamin Edwards Inc
Missouri
$1.42M -$5.71K -122 -0.4%
EWA
143
EP Wealth Advisors
California
$1.42M +$6.17K +132 +0.4%
SEP
144
Southland Equity Partners
Missouri
$1.39M -$3.27K -70 -0.2%
LFG
145
Larson Financial Group
Missouri
$1.36M +$1.36M +29,093 New
FMN
146
Financial Management Network
California
$1.35M -$42.7K -924 -3%
FAP
147
Financial Advisory Partners
Florida
$1.35M -$38.4K -822 -3%
BIA
148
Biondo Investment Advisors
Pennsylvania
$1.34M +$31.9K +681 +2%
GFS
149
GYL Financial Synergies
Connecticut
$1.33M +$13.3K +284 +1%
RFA
150
Resurgent Financial Advisors
Georgia
$1.31M -$1.13M -24,182 -46%