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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

409 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
24
Increased
144
Reduced
171
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$77.7M
2
Wells Fargo
Wells Fargo
California
$50M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$9.09M
4
Citadel Advisors
Citadel Advisors
Florida
$5.83M
5
LPL Financial
LPL Financial
California
$88M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.3M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
SL
Salomon & Ludwin
Virginia
$2.9M
5
WB
West Bancorporation
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
176
Simmons Bank
Arkansas
$1.02M -$70.2K -1,500 -6%
KWM
177
Kaydan Wealth Management
Michigan
$1.01M +$34.5K +737 +4%
NC
178
NewSquare Capital
Pennsylvania
$1.01M +$17.8K +380 +2%
IWM
179
IHT Wealth Management
Illinois
$1.01M +$4.07K +87 +0.4%
JWBC
180
John W. Brooker & Co
California
$997K -$7.95K -170 -0.8%
PWMAG
181
Pinnacle Wealth Management Advisory Group
New Jersey
$993K -$26.6K -569 -3%
CWM
182
Collaborative Wealth Management
Florida
$987K -$6.13K -131 -0.6%
DWM
183
Denver Wealth Management
Colorado
$984K -$22.3K -476 -2%
WP
184
WealthShield Partners
North Carolina
$964K -$37.5K -802 -4%
FTUS
185
Flow Traders U.S.
New York
$959K +$393K +8,398 +69%
GFP
186
Gryphon Financial Partners
Ohio
$942K -$27K -577 -3%
FFN
187
Focus Financial Network
Minnesota
$918K -$11K -223 -1%
WA
188
Waverly Advisors
Alabama
$914K -$11.7K -250 -1%
SPIA
189
Steward Partners Investment Advisory
New York
$913K -$46.7K -998 -5%
LSAG
190
Lake Street Advisors Group
New Hampshire
$912K – – –
AAS
191
Avantax Advisory Services
Texas
$907K -$21K -449 -2%
GIA
192
Gladstone Institutional Advisory
Florida
$900K +$38.3K +819 +4%
OPWM
193
Oxinas Partners Wealth Management
Indiana
$888K +$380K +8,120 +75%
Goldman Sachs
194
Goldman Sachs
New York
$888K -$131K -2,801 -13%
EWA
195
Exencial Wealth Advisors
Oklahoma
$863K -$10.6K -227 -1%
RW
196
Rockport Wealth
Ohio
$855K -$16.2K -346 -2%
OWA
197
Octavia Wealth Advisors
Ohio
$844K +$4.96K +106 +0.6%
MSA
198
Marino Stram & Associates
Massachusetts
$812K +$795 +17 +0.1%
PTP
199
Platform Technology Partners
New York
$807K +$807K +17,251 New
CPC
200
Consolidated Planning Corp
Georgia
$805K -$44.6K -954 -5%
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