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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

409 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
24
Increased
144
Reduced
171
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$77.7M
2
Wells Fargo
Wells Fargo
California
$50M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$9.09M
4
Citadel Advisors
Citadel Advisors
Florida
$5.83M
5
LPL Financial
LPL Financial
California
$88M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.3M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
SL
Salomon & Ludwin
Virginia
$2.9M
5
WB
West Bancorporation
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
151
IMS Capital Management
Oregon
$1.31M -$107K -2,203 -8%
HIA
152
Harbor Investment Advisory
Maryland
$1.29M +$91.5K +1,956 +8%
IBOK
153
Independence Bank of Kentucky
Kentucky
$1.28M +$121K +2,580 +10%
GVAG
154
Great Valley Advisor Group
Delaware
$1.23M +$8.7K +186 +0.7%
Comerica Bank
155
Comerica Bank
Texas
$1.22M -$24.7K -529 -2%
PWP
156
Principle Wealth Partners
Connecticut
$1.22M – – –
IRC
157
Investors Research Corp
Georgia
$1.22M -$5.33K -114 -0.4%
CWM
158
Connecticut Wealth Management
Connecticut
$1.21M -$32.5K -695 -3%
WI
159
Wintrust Investments
Illinois
$1.2M +$18.1K +387 +2%
PA
160
Pinnacle Associates
New York
$1.19M -$26.7K -570 -2%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$1.19M +$104K +2,222 +10%
HI
162
Harbour Investments
Wisconsin
$1.17M -$116K -2,481 -9%
WB
163
WesBanco Bank
West Virginia
$1.17M +$46.8K +1,000 +4%
MMA
164
Miracle Mile Advisors
California
$1.16M -$299K -6,392 -20%
SC
165
SouthState Corp
Florida
$1.1M +$553K +11,824 +101%
AF
166
Apexium Financial
Texas
$1.09M -$23.2K -495 -2%
MF
167
Meridian Financial
Massachusetts
$1.08M -$19.7K -421 -2%
GDP
168
Great Diamond Partners
Maine
$1.08M -$51.4K -1,100 -5%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$1.08M +$53.3K +1,140 +5%
OWM
170
Opes Wealth Management
California
$1.06M +$41.3K +884 +4%
NS
171
NBC Securities
Alabama
$1.06M +$83.2K +1,779 +9%
PSF
172
Pacific Sun Financial
California
$1.06M -$22K -470 -2%
O3W
173
Omni 360 Wealth
New Jersey
$1.03M +$65.6K +1,402 +7%
MA
174
Montag & Associates
Georgia
$1.03M +$795 +17 +0.1%
BA
175
Bristlecone Advisors
Washington
$1.02M -$2.95K -63 -0.3%
5 6
7
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