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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

408 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+30
Holders Change %
+7.94%
% of All Funds
5.98%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
55
Increased
143
Reduced
149
Closed
24
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$781K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
HNB
2
Huntington National Bank
Ohio
$14.5M
3
Bank of America
3
Bank of America
North Carolina
$194M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
151
Financial Management Network
California
$1.32M -$309K -6,848 -19%
PA
152
Pinnacle Associates
New York
$1.31M -$137K -2,997 -9%
GFS
153
GYL Financial Synergies
Connecticut
$1.29M +$52.2K +1,143 +4%
Comerica Bank
154
Comerica Bank
Texas
$1.22M +$29.3K +642 +2%
SCA
155
Snowden Capital Advisors
New York
$1.21M -$22K -481 -2%
IRC
156
Investors Research Corp
Georgia
$1.21M -$2.06K -45 -0.2%
AF
157
Apexium Financial
Texas
$1.19M -$188K -4,117 -14%
PWP
158
Principle Wealth Partners
Connecticut
$1.19M -$201K -4,400 -14%
BIA
159
Biondo Investment Advisors
Pennsylvania
$1.18M +$114K +2,485 +11%
AWA
160
Arkadios Wealth Advisors
Georgia
$1.16M -$81.3K -1,779 -7%
GDP
161
Great Diamond Partners
Maine
$1.15M +$40.4K +885 +4%
HIA
162
Harbor Investment Advisory
Maryland
$1.12M +$65.4K +1,432 +6%
WP
163
WealthShield Partners
North Carolina
$1.11M +$9.33K +204 +0.8%
PWMAG
164
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$109K -2,383 -9%
MF
165
Meridian Financial
Massachusetts
$1.1M -$97.8K -2,141 -8%
WB
166
WesBanco Bank
West Virginia
$1.1M -$72.2K -1,580 -6%
SB
167
Simmons Bank
Arkansas
$1.06M -$9.09K -199 -0.8%
PSF
168
Pacific Sun Financial
California
$1.06M -$1.74K -38 -0.2%
RFA
169
Resurgent Financial Advisors
Georgia
$1.06M -$21.4K -468 -2%
HI
170
Harbour Investments
Wisconsin
$1.05M +$125K +2,745 +14%
OWM
171
Opes Wealth Management
California
$1.03M -$163K -3,575 -14%
CWM
172
Collaborative Wealth Management
Florida
$1.02M +$196K +4,296 +24%
MA
173
Montag & Associates
Georgia
$1.02M +$914 +20 +0.1%
GFP
174
Gryphon Financial Partners
Ohio
$1.01M -$8.96K -196 -0.9%
BA
175
Bristlecone Advisors
Washington
$998K +$868 +19 +0.1%
5 6
7
8 9