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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 %
PTP
201
Platform Technology Partners
New York
$784K – – –
O3W
202
Omni 360 Wealth
New Jersey
$768K +$768K +16,813 New
SI
203
Saxon Interests
Texas
$753K +$753K +16,491 New
OC
204
Oppenheimer & Co
New York
$752K +$23.9K +524 +3%
BFW
205
Brady Family Wealth
Missouri
$741K +$2.19K +48 +0.3%
NA
206
NewEdge Advisors
Louisiana
$741K +$130K +2,849 +21%
NC
207
NewSquare Capital
Pennsylvania
$737K -$168K -3,670 -19%
MSA
208
Marathon Strategic Advisors
Pennsylvania
$712K +$712K +15,577 New
JWCA
209
J.W. Cole Advisors
Florida
$711K +$14.5K +317 +2%
BRWA
210
B. Riley Wealth Advisors
Florida
$710K -$37.5K -820 -5%
Lido Advisors
211
Lido Advisors
California
$706K -$305K -6,662 -30%
SFWC
212
Strategic Family Wealth Counselors
New Jersey
$687K +$80.9K +1,770 +13%
JIC
213
Johnson Investment Counsel
Ohio
$681K +$367K +8,031 +117%
RA
214
RFG Advisory
Alabama
$659K +$290K +6,339 +78%
NWA
215
Navis Wealth Advisors
New York
$650K +$15.8K +346 +2%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$647K +$14.4K +315 +2%
Citigroup
217
Citigroup
New York
$636K -$36.8K -806 -5%
Jane Street
218
Jane Street
New York
$634K +$634K +13,867 New
NS
219
NBC Securities
Alabama
$625K +$150K +3,278 +31%
FHA
220
Flagship Harbor Advisors
Massachusetts
$624K +$73.7K +1,613 +13%
HT
221
Heritage Trust
Oklahoma
$607K -$9.09K -199 -1%
AF
222
Allworth Financial
California
$607K -$11.7K -255 -2%
FAIM
223
Financial Advocates Investment Management
Washington
$598K -$11.2K -246 -2%
KIA
224
KLR Investment Advisors
Rhode Island
$597K +$50.1K +1,095 +9%
PT
225
Plimoth Trust
Massachusetts
$596K -$60.1K -1,315 -9%
7 8
9
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