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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 %
TRCT
201
Tower Research Capital (TRC)
New York
$804K +$116K +2,490 +17%
OC
202
Oppenheimer & Co
New York
$802K +$21.2K +453 +3%
VC
203
Vicus Capital
Pennsylvania
$788K -$26.3K -562 -3%
RA
204
RFG Advisory
Alabama
$778K +$55K +1,176 +8%
BFW
205
Brady Family Wealth
Missouri
$768K +$4.02K +86 +0.5%
AGA
206
Arkos Global Advisors
Texas
$768K -$55.4K -1,185 -7%
RJT
207
Raymond James Trust
Florida
$749K -$55.3K -1,183 -7%
JWCA
208
J.W. Cole Advisors
Florida
$739K +$3.23K +69 +0.4%
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$737K -$162K -3,470 -18%
MSA
210
Marathon Strategic Advisors
Pennsylvania
$729K – – –
Lido Advisors
211
Lido Advisors
California
$723K -$31.1K -664 -4%
NWA
212
Navis Wealth Advisors
New York
$703K +$17.8K +381 +3%
JIC
213
Johnson Investment Counsel
Ohio
$697K +$327 +7 +0%
AF
214
Allworth Financial
California
$697K -$2.43K -50 -0.3%
SI
215
Saxon Interests
Texas
$689K -$70.3K -1,503 -9%
Citigroup
216
Citigroup
New York
$686K +$37.8K +808 +6%
MLA
217
My Legacy Advisors
Oregon
$672K -$207K -4,436 -24%
GC
218
Guidance Capital
Kentucky
$664K -$13.4K -268 -2%
CW
219
CreativeOne Wealth
Kansas
$655K +$102K +2,176 +18%
DCM
220
DGS Capital Management
New Jersey
$655K +$64.9K +1,388 +11%
BRWA
221
B. Riley Wealth Advisors
Florida
$652K -$114K -2,429 -15%
SFWC
222
Strategic Family Wealth Counselors
New Jersey
$648K +$468 +10 +0.1%
PCS
223
Personal CFO Solutions
New Jersey
$630K – – –
NA
224
NewEdge Advisors
Louisiana
$624K -$32.2K -688 -5%
FAIM
225
Financial Advocates Investment Management
Washington
$603K -$57.8K -1,235 -9%
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9
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