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WisdomTree US MidCap Dividend Fund

438 hedge funds and large institutions have $2.34B invested in WisdomTree US MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 162 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+22
Holders Change %
+5.29%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
147
Reduced
162
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CANC
151
Culbertson A N & Co
Virginia
$1.56M -$10.1K -198 -0.6%
CF
152
Centaurus Financial
California
$1.55M -$312K -6,127 -17%
KWAG
153
Kiely Wealth Advisory Group
North Carolina
$1.51M +$1.15M +22,362 +322%
BIA
154
Biondo Investment Advisors
Pennsylvania
$1.51M -$17.3K -340 -1%
AAS
155
Avantax Advisory Services
Texas
$1.5M +$357K +7,013 +31%
SEP
156
Southland Equity Partners
Missouri
$1.5M -$7.9K -155 -0.5%
HIA
157
Harbor Investment Advisory
Maryland
$1.49M -$67.2K -1,319 -4%
RFA
158
Resurgent Financial Advisors
Georgia
$1.49M +$33.6K +660 +2%
BEI
159
Benjamin Edwards Inc
Missouri
$1.44M +$50K +980 +4%
MG
160
Mather Group
Illinois
$1.43M -$114K -2,242 -7%
WB
161
WesBanco Bank
West Virginia
$1.38M +$3.98K +78 +0.3%
SFWC
162
Strategic Family Wealth Counselors
New Jersey
$1.38M +$668K +13,106 +94%
OWM
163
Opes Wealth Management
California
$1.34M +$172K +3,380 +15%
Comerica Bank
164
Comerica Bank
Texas
$1.32M -$561 -11 -0%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$1.3M +$63.9K +1,254 +5%
HI
166
Harbour Investments
Wisconsin
$1.3M +$2.24K +44 +0.2%
ICM
167
IMS Capital Management
Oregon
$1.29M -$25.8K -507 -2%
WP
168
WealthShield Partners
North Carolina
$1.29M +$224K +4,397 +21%
Financial Engines Advisors
169
Financial Engines Advisors
California
$1.29M +$459 +9 +0%
FMN
170
Financial Management Network
California
$1.28M -$6.09K -119 -0.5%
PWP
171
Principle Wealth Partners
Connecticut
$1.26M -$60.9K -1,195 -5%
MMA
172
Miracle Mile Advisors
California
$1.24M +$17.4K +342 +1%
PA
173
Pinnacle Associates
New York
$1.23M -$231K -4,533 -16%
LSAG
174
Lake Street Advisors Group
New Hampshire
$1.2M +$204K +4,000 +21%
O3W
175
Omni 360 Wealth
New Jersey
$1.19M +$80.8K +1,586 +7%