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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

423 hedge funds and large institutions have $1.93B invested in WisdomTree US MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+15
Holders Change %
+3.68%
% of All Funds
6.13%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
48
Increased
162
Reduced
154
Closed
25
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$1K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$25.1M
2
Bank of America
Bank of America
North Carolina
$221M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.4M
5
UAG
United Advisor Group
Ohio
$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
UBS Group
UBS Group
Switzerland
$0
3
SIA
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
HNB
Huntington National Bank
Ohio
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
151
GYL Financial Synergies
Connecticut
$1.38M – – –
BIA
152
Biondo Investment Advisors
Pennsylvania
$1.36M +$110K +2,254 +9%
HI
153
Harbour Investments
Wisconsin
$1.34M +$218K +4,480 +19%
CWM
154
Connecticut Wealth Management
Connecticut
$1.3M -$546K -11,189 -30%
Comerica Bank
155
Comerica Bank
Texas
$1.29M -$6.19K -127 -0.5%
IRC
156
Investors Research Corp
Georgia
$1.27M -$14.2K -291 -1%
GVAG
157
Great Valley Advisor Group
Delaware
$1.27M +$950K +19,481 +295%
PA
158
Pinnacle Associates
New York
$1.27M -$126K -2,584 -9%
PWP
159
Principle Wealth Partners
Connecticut
$1.27M – – –
HIA
160
Harbor Investment Advisory
Maryland
$1.25M +$53.3K +1,093 +4%
WI
161
Wintrust Investments
Illinois
$1.23M +$349K +7,158 +39%
IBOK
162
Independence Bank of Kentucky
Kentucky
$1.21M +$257K +5,260 +27%
AWA
163
Arkadios Wealth Advisors
Georgia
$1.21M -$30.9K -634 -2%
GDP
164
Great Diamond Partners
Maine
$1.18M -$46.9K -962 -4%
WB
165
WesBanco Bank
West Virginia
$1.17M – – –
AF
166
Apexium Financial
Texas
$1.16M -$110K -2,263 -9%
MF
167
Meridian Financial
Massachusetts
$1.15M -$24.1K -494 -2%
SB
168
Simmons Bank
Arkansas
$1.13M -$3.66K -75 -0.3%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$1.13M +$95.8K +1,963 +9%
PSF
170
Pacific Sun Financial
California
$1.13M -$9.75K -200 -0.9%
NS
171
NBC Securities
Alabama
$1.12M +$384K +7,165 +52%
MA
172
Montag & Associates
Georgia
$1.07M -$14.5K -298 -1%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$1.07M +$376K +7,718 +54%
BA
174
Bristlecone Advisors
Washington
$1.07M +$780 +16 +0.1%
OWM
175
Opes Wealth Management
California
$1.06M -$31.3K -642 -3%
5 6
7
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