DON icon

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 %
MCA
201
Midwest Capital Advisors
Michigan
$892K +$892K +17,491 New
OWA
202
Octavia Wealth Advisors
Ohio
$889K -$663 -13 -0.1%
MSA
203
Marino Stram & Associates
Massachusetts
$886K +$816 +16 +0.1%
FFN
204
Focus Financial Network
Minnesota
$881K +$12.1K +238 +1%
PTP
205
Platform Technology Partners
New York
$879K
RW
206
Rockport Wealth
Ohio
$876K -$5.3K -104 -0.6%
EWA
207
Exencial Wealth Advisors
Oklahoma
$871K -$67.4K -1,322 -7%
SC
208
Savant Capital
Illinois
$859K +$349K +6,850 +68%
VC
209
Vicus Capital
Pennsylvania
$850K -$12.9K -253 -1%
GC
210
Guidance Capital
Kentucky
$840K +$156K +2,969 +23%
BCI
211
Blue Capital Inc
Nebraska
$837K +$837K +16,420 New
BFW
212
Brady Family Wealth
Missouri
$817K
JWCA
213
J.W. Cole Advisors
Florida
$813K +$42.5K +833 +6%
AGA
214
Arkos Global Advisors
Texas
$792K -$41.6K -817 -5%
CPC
215
Consolidated Planning Corp
Georgia
$791K -$38.2K -750 -5%
IA
216
Insight Advisors
Pennsylvania
$786K -$298K -5,869 -28%
MSA
217
Marathon Strategic Advisors
Pennsylvania
$780K -$14.4K -282 -2%
MA
218
Montag & Associates
Georgia
$778K -$341K -6,691 -30%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$771K +$139K +2,726 +22%
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$769K -$33.1K -649 -4%
JIC
221
Johnson Investment Counsel
Ohio
$759K -$25.5K -501 -3%
OP
222
ORG Partners
Indiana
$759K +$491K +9,634 +184%
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$750K +$372K +7,308 +99%
CAGAS
224
Capital Advisory Group Advisory Services
Minnesota
$750K +$750K +14,709 New
Renaissance Technologies
225
Renaissance Technologies
New York
$708K +$708K +13,900 New