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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

416 hedge funds and large institutions have $2.02B invested in WisdomTree US MidCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 170 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
41
Increased
141
Reduced
170
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$123M
2
MWM
2
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
4
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$10.8M
2
SFC
2
Strategic Financial Concepts
Texas
$339K
3
HNB
3
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
151
Goldman Sachs
New York
$1.38M +$415K +8,110 +43%
WB
152
WesBanco Bank
West Virginia
$1.38M +$103K +2,012 +8%
PWP
153
Principle Wealth Partners
Connecticut
$1.33M – – –
ICM
154
IMS Capital Management
Oregon
$1.32M -$51.1K -1,000 -4%
Comerica Bank
155
Comerica Bank
Texas
$1.32M -$8.85K -173 -0.7%
PA
156
Pinnacle Associates
New York
$1.31M +$144K +3,154 +12%
HI
157
Harbour Investments
Wisconsin
$1.3M +$21.2K +415 +2%
SC
158
SouthState Corp
Florida
$1.3M +$92.8K +1,815 +8%
Financial Engines Advisors
159
Financial Engines Advisors
California
$1.29M -$266K -5,200 -17%
FMN
160
Financial Management Network
California
$1.29M -$209K -4,078 -14%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.24M +$61K +1,193 +5%
MMA
162
Miracle Mile Advisors
California
$1.23M -$47.3K -925 -4%
CWM
163
Connecticut Wealth Management
Connecticut
$1.19M -$131K -2,555 -10%
OWM
164
Opes Wealth Management
California
$1.17M +$8.95K +175 +0.8%
AF
165
Apexium Financial
Texas
$1.16M -$30.5K -596 -3%
GDP
166
Great Diamond Partners
Maine
$1.16M -$21.6K -422 -2%
PSF
167
Pacific Sun Financial
California
$1.16M – – –
AAS
168
Avantax Advisory Services
Texas
$1.15M +$156K +3,053 +16%
MF
169
Meridian Financial
Massachusetts
$1.15M -$35.2K -688 -3%
KWM
170
Kaydan Wealth Management
Michigan
$1.13M +$20.1K +393 +2%
IWM
171
IHT Wealth Management
Illinois
$1.12M +$19.3K +377 +2%
MA
172
Montag & Associates
Georgia
$1.12M +$767 +15 +0.1%
O3W
173
Omni 360 Wealth
New Jersey
$1.12M -$5.06K -99 -0.5%
BA
174
Bristlecone Advisors
Washington
$1.11M -$2.76K -54 -0.2%
SB
175
Simmons Bank
Arkansas
$1.11M – – –
5 6
7
8 9