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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

408 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+30
Holders Change %
+7.94%
% of All Funds
5.98%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
55
Increased
143
Reduced
149
Closed
24
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$781K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.97M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
HNB
2
Huntington National Bank
Ohio
$14.5M
3
Bank of America
3
Bank of America
North Carolina
$194M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$995K +$253K +5,534 +34%
DWM
177
Denver Wealth Management
Colorado
$992K -$228K -4,986 -19%
JWBC
178
John W. Brooker & Co
California
$982K +$228 +5 +0%
IWM
179
IHT Wealth Management
Illinois
$974K -$33.8K -739 -3%
GIA
180
Gladstone Institutional Advisory
Florida
$973K +$60.5K +1,324 +7%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$969K +$25.3K +554 +3%
KWM
182
Kaydan Wealth Management
Michigan
$968K -$17.2K -376 -2%
MLA
183
My Legacy Advisors
Oregon
$963K -$32.9K -728 -3%
CPC
184
Consolidated Planning Corp
Georgia
$938K -$79.6K -1,743 -8%
SFG
185
StrategIQ Financial Group
Indiana
$937K -$27.4K -600 -3%
SPIA
186
Steward Partners Investment Advisory
New York
$917K +$17.5K +384 +2%
IBOK
187
Independence Bank of Kentucky
Kentucky
$894K +$835K +18,265 +1,405%
LSAG
188
Lake Street Advisors Group
New Hampshire
$891K – – –
BA
189
Bridge Advisory
California
$877K -$225K -4,930 -20%
EWA
190
Exencial Wealth Advisors
Oklahoma
$871K +$34.7K +759 +4%
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$866K -$3.79K -83 -0.4%
FFN
192
Focus Financial Network
Minnesota
$851K -$6.13K -134 -0.7%
CA
193
Cetera Advisors
Colorado
$851K -$4.07K -89 -0.5%
WI
194
Wintrust Investments
Illinois
$829K +$274K +6,003 +49%
AGA
195
Arkos Global Advisors
Texas
$807K -$82.5K -1,807 -9%
OWA
196
Octavia Wealth Advisors
Ohio
$806K -$37.3K -815 -4%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$798K +$67.5K +1,505 +9%
VC
198
Vicus Capital
Pennsylvania
$798K -$113K -2,478 -12%
MSA
199
Marino Stram & Associates
Massachusetts
$792K +$822 +18 +0.1%
RJT
200
Raymond James Trust
Florida
$786K – – –
6 7
8
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