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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 %
WB
201
West Bancorporation
Iowa
$819K +$819K +16,020 New
BI
202
Berkeley Inc
Idaho
$807K +$403K +7,890 +100%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$804K -$1.23K -24 -0.2%
MSA
204
Marathon Strategic Advisors
Pennsylvania
$797K +$767 +15 +0.1%
JIC
205
Johnson Investment Counsel
Ohio
$787K +$24.6K +481 +3%
Citigroup
206
Citigroup
New York
$773K +$23.5K +460 +3%
JWCA
207
J.W. Cole Advisors
Florida
$773K -$35.3K -690 -4%
SI
208
Saxon Interests
Texas
$748K -$5.52K -108 -0.7%
Lido Advisors
209
Lido Advisors
California
$746K -$44.5K -871 -6%
RJT
210
Raymond James Trust
Florida
$724K -$95.4K -1,866 -12%
SFWC
211
Strategic Family Wealth Counselors
New Jersey
$709K +$511 +10 +0.1%
GC
212
Guidance Capital
Kentucky
$679K -$14.7K -282 -2%
Cerity Partners
213
Cerity Partners
New York
$673K +$29.1K +570 +5%
BRWA
214
B. Riley Wealth Advisors
Florida
$657K -$51.9K -1,020 -7%
FAIM
215
Financial Advocates Investment Management
Washington
$653K -$5.16K -101 -0.8%
Betterment LLC
216
Betterment LLC
New York
$646K -$5.11K -100 -0.8%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$640K +$413 +8 +0.1%
AFG
218
Argent Financial Group
Louisiana
$640K +$640K +12,524 New
ADL
219
Asset Dedication LLC
California
$629K – – –
DCM
220
DGS Capital Management
New Jersey
$628K -$87.4K -1,710 -12%
P
221
&Partners
Tennessee
$621K +$132K +2,717 +27%
FPAS
222
Focus Partners Advisor Solutions
Missouri
$616K +$2.91K +57 +0.5%
HA
223
Hanover Advisors
South Carolina
$607K – – –
PI
224
PFG Investments
New York
$602K +$68.2K +1,334 +13%
AF
225
Allworth Financial
California
$597K -$135K -2,640 -18%
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