DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

423 hedge funds and large institutions have $1.93B invested in WisdomTree US MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+15
Holders Change %
+3.68%
% of All Funds
6.13%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
48
Increased
162
Reduced
154
Closed
25
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$1K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$25.1M
2
Bank of America
Bank of America
North Carolina
$221M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.4M
5
UAG
United Advisor Group
Ohio
$4.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
UBS Group
UBS Group
Switzerland
$0
3
SIA
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
5
HNB
Huntington National Bank
Ohio
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
176
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$116K -2,375 -10%
Goldman Sachs
177
Goldman Sachs
New York
$1.06M +$535K +10,967 +101%
DWM
178
Denver Wealth Management
Colorado
$1.05M -$9.8K -201 -0.9%
IWM
179
IHT Wealth Management
Illinois
$1.05M +$9.02K +185 +0.9%
JWBC
180
John W. Brooker & Co
California
$1.05M +$98 +2 +0%
WP
181
WealthShield Partners
North Carolina
$1.04M -$143K -2,923 -12%
CWM
182
Collaborative Wealth Management
Florida
$1.04M -$51K -1,045 -5%
NC
183
NewSquare Capital
Pennsylvania
$1.03M +$248K +5,080 +31%
KWM
184
Kaydan Wealth Management
Michigan
$1.02M -$11.1K -228 -1%
GFP
185
Gryphon Financial Partners
Ohio
$1.01M -$68.6K -1,406 -6%
O3W
186
Omni 360 Wealth
New Jersey
$1M +$182K +3,725 +22%
SPIA
187
Steward Partners Investment Advisory
New York
$1M +$21K +430 +2%
AAS
188
Avantax Advisory Services
Texas
$967K -$95.3K -1,953 -9%
WA
189
Waverly Advisors
Alabama
$965K +$965K +19,794 New
LSAG
190
Lake Street Advisors Group
New Hampshire
$951K – – –
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$937K +$13.3K +273 +1%
MLA
192
My Legacy Advisors
Oregon
$917K -$124K -2,546 -12%
EWA
193
Exencial Wealth Advisors
Oklahoma
$911K -$18.8K -385 -2%
RW
194
Rockport Wealth
Ohio
$903K +$903K +18,631 New
GIA
195
Gladstone Institutional Advisory
Florida
$899K -$140K -2,879 -14%
CPC
196
Consolidated Planning Corp
Georgia
$886K -$115K -2,362 -12%
OWA
197
Octavia Wealth Advisors
Ohio
$875K +$14.7K +301 +2%
AGA
198
Arkos Global Advisors
Texas
$858K -$3.22K -66 -0.4%
FFN
199
Focus Financial Network
Minnesota
$857K +$7.03K +154 +0.8%
VC
200
Vicus Capital
Pennsylvania
$849K -$2.1K -43 -0.2%
6 7
8
9 10