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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

416 hedge funds and large institutions have $2.02B invested in WisdomTree US MidCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 170 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
41
Increased
141
Reduced
170
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$123M
2
MWM
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$15.9M
4
Ameriprise
Ameriprise
Minnesota
$74.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.28M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$10.8M
2
SFC
Strategic Financial Concepts
Texas
$339K
3
HNB
Huntington National Bank
Ohio
$16.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
176
Gladstone Institutional Advisory
Florida
$1.1M +$112K +2,193 +11%
NC
177
NewSquare Capital
Pennsylvania
$1.09M -$9.41K -184 -0.9%
IA
178
Insight Advisors
Pennsylvania
$1.09M -$2.73M -53,353 -71%
PWMAG
179
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$4.19K -82 -0.4%
CWM
180
Collaborative Wealth Management
Florida
$1.07M -$8.23K -161 -0.8%
WP
181
WealthShield Partners
North Carolina
$1.07M +$15.7K +307 +1%
GFP
182
Gryphon Financial Partners
Ohio
$1.02M -$7.06K -138 -0.7%
DWM
183
Denver Wealth Management
Colorado
$1.01M -$60.8K -1,189 -6%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$1.01M +$567K +11,097 +128%
JWBC
185
John W. Brooker & Co
California
$997K -$93K -1,819 -9%
LSAG
186
Lake Street Advisors Group
New Hampshire
$997K – – –
WA
187
Waverly Advisors
Alabama
$989K -$10.2K -200 -1%
SPIA
188
Steward Partners Investment Advisory
New York
$985K -$12.4K -243 -1%
EWA
189
Exencial Wealth Advisors
Oklahoma
$941K -$2.51K -49 -0.3%
OWA
190
Octavia Wealth Advisors
Ohio
$893K -$29.8K -582 -3%
MSA
191
Marino Stram & Associates
Massachusetts
$888K +$767 +15 +0.1%
OC
192
Oppenheimer & Co
New York
$886K +$9.05K +177 +1%
RW
193
Rockport Wealth
Ohio
$885K -$50.2K -981 -5%
PTP
194
Platform Technology Partners
New York
$882K – – –
FFN
195
Focus Financial Network
Minnesota
$872K -$76.7K -1,500 -8%
NWA
196
Navis Wealth Advisors
New York
$867K +$98.8K +1,932 +13%
VC
197
Vicus Capital
Pennsylvania
$866K +$4.35K +85 +0.5%
AGA
198
Arkos Global Advisors
Texas
$836K -$3.07K -60 -0.4%
CPC
199
Consolidated Planning Corp
Georgia
$831K -$48.4K -946 -5%
BFW
200
Brady Family Wealth
Missouri
$820K -$20.2K -395 -2%
6 7
8
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