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WisdomTree US MidCap Dividend Fund
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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 %
MSA
201
Marino Stram & Associates
Massachusetts
$846K +$732 +15 +0.1%
RJT
202
Raymond James Trust
Florida
$839K – – –
OC
203
Oppenheimer & Co
New York
$814K +$11.2K +229 +1%
BFW
204
Brady Family Wealth
Missouri
$797K +$6.15K +126 +0.8%
SI
205
Saxon Interests
Texas
$792K -$12.7K -260 -2%
Lido Advisors
206
Lido Advisors
California
$787K +$33.7K +690 +4%
JWCA
207
J.W. Cole Advisors
Florida
$768K +$9.07K +186 +1%
MSA
208
Marathon Strategic Advisors
Pennsylvania
$760K – – –
RA
209
RFG Advisory
Alabama
$754K +$50.6K +1,038 +7%
JIC
210
Johnson Investment Counsel
Ohio
$727K +$488 +10 +0.1%
TRCT
211
Tower Research Capital (TRC)
New York
$717K +$484K +9,928 +208%
FAIM
212
Financial Advocates Investment Management
Washington
$716K +$52K +1,026 +8%
NWA
213
Navis Wealth Advisors
New York
$714K +$19.9K +409 +3%
AF
214
Allworth Financial
California
$701K +$52.4K +1,075 +8%
FHA
215
Flagship Harbor Advisors
Massachusetts
$701K +$34.2K +701 +5%
NA
216
NewEdge Advisors
Louisiana
$684K -$108K -2,224 -14%
Citigroup
217
Citigroup
New York
$676K -$3.32K -68 -0.5%
SFWC
218
Strategic Family Wealth Counselors
New Jersey
$676K -$57.8K -1,186 -8%
BRWA
219
B. Riley Wealth Advisors
Florida
$670K +$33.6K +820 +5%
PCS
220
Personal CFO Solutions
New Jersey
$657K +$182K +3,724 +38%
HT
221
Heritage Trust
Oklahoma
$647K -$1.22K -25 -0.2%
Invesco
222
Invesco
Georgia
$626K +$8.44K +173 +1%
BA
223
Bridge Advisory
California
$626K -$310K -6,352 -33%
GC
224
Guidance Capital
Kentucky
$623K +$238K +5,170 +62%
DCM
225
DGS Capital Management
New Jersey
$615K +$615K +12,613 New
7 8
9
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