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WisdomTree US MidCap Dividend Fund

438 hedge funds and large institutions have $2.34B invested in WisdomTree US MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 162 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+22
Holders Change %
+5.29%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
147
Reduced
162
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WDL
126
Well Done LLC
Michigan
$2.09M
RA
127
Rodgers & Associates
Pennsylvania
$2.08M -$91.4K -1,793 -4%
SIA
128
Soltis Investment Advisors
Utah
$2.04M -$116K -2,278 -5%
WANY
129
Wealthspire Advisors (New York)
New York
$2.02M +$21.2K +415 +1%
CPIG
130
Chicago Partners Investment Group
Illinois
$1.99M -$31.8K -628 -2%
ATC
131
Argent Trust Co
Tennessee
$1.98M +$136K +2,660 +7%
PS
132
Principal Securities
Iowa
$1.96M +$105K +2,052 +6%
IF
133
Intrua Financial
Texas
$1.92M -$126K -2,472 -6%
YWS
134
Yarger Wealth Strategies
Ohio
$1.92M -$106K -2,075 -5%
HAG
135
HF Advisory Group
Maryland
$1.89M +$46.9K +920 +3%
Corient Private Wealth
136
Corient Private Wealth
Florida
$1.85M
Northern Trust
137
Northern Trust
Illinois
$1.85M -$42.9K -841 -2%
MFG
138
Merit Financial Group
Georgia
$1.81M +$278K +5,459 +18%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$1.77M +$174K +3,417 +11%
CAL
140
Capital Advisors Ltd
Ohio
$1.73M +$24.4K +478 +1%
EWA
141
EP Wealth Advisors
California
$1.63M +$68.7K +1,348 +4%
FRA
142
FFG Retirement Advisors
Colorado
$1.62M -$14.6K -286 -0.9%
GVAG
143
Great Valley Advisor Group
Delaware
$1.62M +$15.1K +296 +0.9%
FAP
144
Financial Advisory Partners
Florida
$1.62M +$82.2K +1,613 +5%
OPWM
145
Oxinas Partners Wealth Management
Indiana
$1.62M +$134K +2,635 +9%
SCA
146
Snowden Capital Advisors
New York
$1.61M
FMTCOCP
147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.6M +$36.7K +720 +2%
LFG
148
Larson Financial Group
Missouri
$1.58M +$42.7K +837 +3%
CB
149
Cadence Bank
Mississippi
$1.57M -$18.6K -364 -1%
Truist Financial
150
Truist Financial
North Carolina
$1.57M -$59.6K -1,170 -4%