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WisdomTree US MidCap Dividend Fund

438 hedge funds and large institutions have $2.34B invested in WisdomTree US MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 162 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+22
Holders Change %
+5.29%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
147
Reduced
162
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
176
Pacific Sun Financial
California
$1.16M +$5.1K +100 +0.4%
IWM
177
IHT Wealth Management
Illinois
$1.15M +$26.4K +518 +2%
GDP
178
Great Diamond Partners
Maine
$1.15M -$8.92K -175 -0.8%
AF
179
Apexium Financial
Texas
$1.13M -$22K -432 -2%
NC
180
NewSquare Capital
Pennsylvania
$1.12M +$27.8K +546 +3%
GIA
181
Gladstone Institutional Advisory
Florida
$1.11M +$20.4K +401 +2%
KWM
182
Kaydan Wealth Management
Michigan
$1.11M -$16.9K -331 -1%
MF
183
Meridian Financial
Massachusetts
$1.1M -$42.2K -827 -4%
BA
184
Bristlecone Advisors
Washington
$1.1M -$11.9K -233 -1%
SB
185
Simmons Bank
Arkansas
$1.09M -$15.3K -300 -1%
CWM
186
Collaborative Wealth Management
Florida
$1.07M +$3.26K +64 +0.3%
HIW
187
Holos Integrated Wealth
Pennsylvania
$1.05M +$1.05M +20,564 New
PWMAG
188
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M -$35.6K -698 -3%
GFP
189
Gryphon Financial Partners
Ohio
$1.03M +$6.22K +122 +0.6%
DWM
190
Denver Wealth Management
Colorado
$1.02M +$3.98K +78 +0.4%
NWA
191
Navis Wealth Advisors
New York
$987K +$123K +2,415 +14%
SPIA
192
Steward Partners Investment Advisory
New York
$978K -$4.28K -84 -0.4%
Cerity Partners
193
Cerity Partners
New York
$972K +$301K +5,903 +45%
JWBC
194
John W. Brooker & Co
California
$972K -$22.4K -440 -2%
WCP
195
Wealthcare Capital Partners
Pennsylvania
$957K +$957K +18,776 New
PWA
196
Prairie Wealth Advisors
Nebraska
$957K +$453K +8,885 +90%
OC
197
Oppenheimer & Co
New York
$947K +$64.4K +1,264 +7%
WA
198
Waverly Advisors
Alabama
$943K -$43.3K -850 -4%
Jane Street
199
Jane Street
New York
$921K +$921K +18,074 New
CIBC World Market
200
CIBC World Market
Ontario, Canada
$918K -$89.4K -1,753 -9%