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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Market Value Shares Shares
Change
Shares
Change %
WP
151
WealthShield Partners
North Carolina
$988K 24,130 -952 -4%
BA
152
Bridge Advisory
California
$988K 24,117 +3,001 +14%
RFA
153
Resurgent Financial Advisors
Georgia
$967K 23,615 +1,204 +5%
SB
154
Simmons Bank
Arkansas
$963K 23,503 -900 -4%
PSF
155
Pacific Sun Financial
California
$955K 23,313 -1,029 -4%
BIA
156
Biondo Investment Advisors
Pennsylvania
$952K 23,248 +200 +0.9%
HIA
157
Harbor Investment Advisory
Maryland
$946K 23,086 +286 +1%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$937K 22,888 +3,162 +16%
GFP
159
Gryphon Financial Partners
Ohio
$914K 22,312 -4,056 -15%
CPC
160
Consolidated Planning Corp
Georgia
$912K 22,265 -3,577 -14%
MA
161
Montag & Associates
Georgia
$909K 22,190 +20 +0.1%
Lido Advisors
162
Lido Advisors
California
$905K 22,103 -24 -0.1%
IWM
163
IHT Wealth Management
Illinois
$903K 22,055 +2,297 +12%
BA
164
Bristlecone Advisors
Washington
$894K 21,815 +148 +0.7%
KWM
165
Kaydan Wealth Management
Michigan
$883K 21,567 -367 -2%
MLA
166
My Legacy Advisors
Oregon
$883K 22,071 +3,591 +19%
JWBC
167
John W. Brooker & Co
California
$880K 21,488 -276 -1%
SFG
168
StrategIQ Financial Group
Indiana
$864K 21,100 -200 -0.9%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$847K 20,668 +1,586 +8%
HI
170
Harbour Investments
Wisconsin
$830K 20,253 +1,135 +6%
GIA
171
Gladstone Institutional Advisory
Florida
$818K 19,982 +1,105 +6%
VC
172
Vicus Capital
Pennsylvania
$817K 19,935 -2,859 -13%
NC
173
NewSquare Capital
Pennsylvania
$811K 19,804 -296 -1%
SPIA
174
Steward Partners Investment Advisory
New York
$807K 19,695 -2,023 -9%
LSAG
175
Lake Street Advisors Group
New Hampshire
$799K 19,500