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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

416 hedge funds and large institutions have $2.02B invested in WisdomTree US MidCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 170 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
41
Increased
141
Reduced
170
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$123M
2
MWM
2
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
4
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$10.8M
2
SFC
2
Strategic Financial Concepts
Texas
$339K
3
HNB
3
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.78M +$1.26M +24,633 +242%
CAL
127
Capital Advisors Ltd
Ohio
$1.71M +$10.1K +198 +0.6%
FRA
128
FFG Retirement Advisors
Colorado
$1.64M +$8.49K +166 +0.5%
Truist Financial
129
Truist Financial
North Carolina
$1.63M -$90K -1,760 -5%
SCA
130
Snowden Capital Advisors
New York
$1.62M -$77.1K -1,507 -5%
GVAG
131
Great Valley Advisor Group
Delaware
$1.61M +$268K +5,251 +20%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$1.6M +$297K +5,814 +23%
CB
133
Cadence Bank
Mississippi
$1.59M -$36.4K -711 -2%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.58M -$3.46M -67,677 -69%
SFP
135
Sweet Financial Partners
Minnesota
$1.57M +$205 +4 +0%
CANC
136
Culbertson A N & Co
Virginia
$1.57M +$5.73K +112 +0.4%
FMTCOCP
137
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.57M -$359K -7,013 -19%
EWA
138
EP Wealth Advisors
California
$1.57M +$18.3K +357 +1%
WWM
139
Western Wealth Management
Colorado
$1.57M +$1.05M +20,505 +202%
HIA
140
Harbor Investment Advisory
Maryland
$1.57M +$156K +3,051 +11%
MG
141
Mather Group
Illinois
$1.55M -$909K -17,787 -37%
FAP
142
Financial Advisory Partners
Florida
$1.54M +$69.3K +1,356 +5%
LFG
143
Larson Financial Group
Missouri
$1.54M +$54.4K +1,063 +4%
MFG
144
Merit Financial Group
Georgia
$1.53M -$747K -14,603 -33%
BIA
145
Biondo Investment Advisors
Pennsylvania
$1.53M +$65.2K +1,275 +4%
SEP
146
Southland Equity Partners
Missouri
$1.51M -$5.32K -104 -0.4%
OPWM
147
Oxinas Partners Wealth Management
Indiana
$1.49M +$519K +10,144 +53%
RFA
148
Resurgent Financial Advisors
Georgia
$1.46M +$32.2K +629 +2%
GFS
149
GYL Financial Synergies
Connecticut
$1.46M – – –
BEI
150
Benjamin Edwards Inc
Missouri
$1.4M -$156K -3,039 -10%
4 5
6
7 8