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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.

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
TW
1
Trajan Wealth
Arizona
$21.8M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$25.1M
3
Bank of America
3
Bank of America
North Carolina
$221M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$8.09M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
UBS Group
2
UBS Group
Switzerland
$0
3
SIA
3
Soltis Investment Advisors
Utah
$3.91M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.2M
5
CJFS
5
Coulter & Justus Financial Services
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$221M 4,530,361 +284,495 +7%
Morgan Stanley
2
Morgan Stanley
New York
$127M 2,603,639 -2,672,105 -51%
LW
3
Linscomb Wealth
Texas
$92.7M 1,900,479 -23,092 -1%
LPL Financial
4
LPL Financial
California
$88.1M 1,807,265 +44,782 +3%
Creative Planning
5
Creative Planning
Kansas
$78.4M 1,608,088 -49,155 -3%
Ameriprise
6
Ameriprise
Minnesota
$68.1M 1,397,088 -26,142 -2%
FPIS
7
Financial Planning & Information Services
Wisconsin
$48.5M 994,655 -32,069 -3%
Wells Fargo
8
Wells Fargo
California
$46M 942,925 -50,656 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$43.4M 890,564 +92,709 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$36.3M 745,320 -14,561 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$36M 737,174 -35,718 -5%
AWM
12
AE Wealth Management
Kansas
$32.6M 667,438 -118,393 -15%
SSB
13
Sandy Spring Bank
Maryland
$29.2M 599,343 +1,121 +0.2%
CCM
14
Coldstream Capital Management
Washington
$26.9M 551,699 -9,163 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$25.1M 514,461 +436,725 +562%
IWP
16
IAG Wealth Partners
Wisconsin
$24M 493,093 +4,784 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$23.4M 479,728 -41,306 -8%
KeyBank National Association
18
KeyBank National Association
Ohio
$21.9M 448,444 -520 -0.1%
TW
19
Trajan Wealth
Arizona
$21.8M 446,561 +446,561 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$21.7M 445,252 -2,365 -0.5%
RJA
21
Raymond James & Associates
Florida
$21.5M 441,787 +7,443 +2%
CAN
22
Cetera Advisor Networks
California
$20.5M 419,523 -64,280 -13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$20.3M 415,424 -48,930 -11%
MCM
24
MAI Capital Management
Ohio
$17.3M 355,309 +9,258 +3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$16.9M 346,027 -5,323 -2%
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