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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Shares
Change %
AGA
176
Arkos Global Advisors
Texas
$798K +$162K +3,951 +25%
TNBTD
177
Trustmark National Bank Trust Department
Mississippi
$780K -$99.4K -2,426 -11%
FFN
178
Focus Financial Network
Minnesota
$768K -$103K -2,519 -12%
CA
179
Cetera Advisors
Colorado
$766K -$83.8K -2,047 -10%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$764K +$681K +16,635 +821%
OWA
181
Octavia Wealth Advisors
Ohio
$756K +$22K +536 +3%
EWA
182
Exencial Wealth Advisors
Oklahoma
$750K -$183K -4,456 -20%
CWM
183
Collaborative Wealth Management
Florida
$737K -$214K -5,232 -23%
MSA
184
Marino Stram & Associates
Massachusetts
$709K +$696 +17 +0.1%
PTP
185
Platform Technology Partners
New York
$707K -$3.77K -92 -0.5%
RJT
186
Raymond James Trust
Florida
$705K +$2.91K +71 +0.4%
MMA
187
Miracle Mile Advisors
California
$696K +$58.6K +1,431 +9%
OPS
188
Orion Portfolio Solutions
Nebraska
$684K +$47.2K +1,152 +7%
BCI
189
Brinker Capital Investments
Pennsylvania
$684K +$47.2K +1,152 +7%
BRWA
190
B. Riley Wealth Advisors
Florida
$670K +$5.08K +124 +0.8%
AAS
191
Avantax Advisory Services
Texas
$666K -$26.1K -638 -4%
BFW
192
Brady Family Wealth
Missouri
$662K +$3.69K +90 +0.6%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$656K +$303K +7,530 +86%
OC
194
Oppenheimer & Co
New York
$653K +$2.62K +64 +0.4%
JWCA
195
J.W. Cole Advisors
Florida
$624K -$79.9K -1,950 -11%
Citigroup
196
Citigroup
New York
$603K -$8.48K -207 -1%
SC
197
SouthState Corp
Florida
$599K
PT
198
Plimoth Trust
Massachusetts
$588K -$15.6K -380 -3%
NWA
199
Navis Wealth Advisors
New York
$569K +$42.4K +1,034 +8%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$567K +$88.8K +2,169 +19%