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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.

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
PWP
2
Precedent Wealth Partners
Texas
$11.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.72M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.7M
5
FFA
5
Frazier Financial Advisors
Ohio
$4.37M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$194M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.5M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$46.9M
5
SF
5
Synovus Financial
Georgia
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$241M 5,275,744 +1,888,559 +56%
Bank of America
2
Bank of America
North Carolina
$194M 4,245,866 -78,122 -2%
LW
3
Linscomb Wealth
Texas
$87.9M 1,923,571 -71,143 -4%
LPL Financial
4
LPL Financial
California
$80.5M 1,762,483 -14,588 -0.8%
UBS Group
5
UBS Group
Switzerland
$76.6M 1,677,080 -105 -0%
Creative Planning
6
Creative Planning
Kansas
$75.7M 1,657,243 -1,231 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$64.9M 1,423,230 +17,589 +1%
FPIS
8
Financial Planning & Information Services
Wisconsin
$46.9M 1,026,724 -74,459 -7%
Wells Fargo
9
Wells Fargo
California
$45.4M 993,581 +55,425 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$36.5M 797,855 +6,945 +0.9%
AWM
11
AE Wealth Management
Kansas
$35.7M 785,831 +10,422 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$35.3M 772,892 -21,281 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$34.7M 759,881 +180,017 +31%
SSB
14
Sandy Spring Bank
Maryland
$27.3M 598,222 -7,630 -1%
CCM
15
Coldstream Capital Management
Washington
$25.6M 560,862 +34,821 +7%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$23.8M 521,034 +8,740 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$23.5M 514,108 -75,141 -13%
IWP
18
IAG Wealth Partners
Wisconsin
$22.3M 488,309 -1,306 -0.3%
CAN
19
Cetera Advisor Networks
California
$22.1M 483,803 +15,341 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.2M 464,354 -3,341 -0.7%
KeyBank National Association
21
KeyBank National Association
Ohio
$20.5M 448,964 -9,379 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$20.5M 447,617 +30,006 +7%
RJA
23
Raymond James & Associates
Florida
$19.8M 434,344 -9,323 -2%
SIA
24
Soltis Investment Advisors
Utah
$19.6M 429,544 -10,523 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$16.1M 351,350 +26,093 +8%
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