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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.

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
1
UBS Group
Switzerland
$77.7M
2
Wells Fargo
2
Wells Fargo
California
$50M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$9.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
LPL Financial
5
LPL Financial
California
$88M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$115M
3
SL
3
Salomon & Ludwin
Virginia
$2.9M
4
WB
4
West Bancorporation
Iowa
$0
5
APCM
5
Alaska Permanent Capital Management
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$212M 4,527,015 -3,346 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$115M 2,454,492 -149,147 -6%
LPL Financial
3
LPL Financial
California
$88M 1,881,378 +74,113 +4%
LW
4
Linscomb Wealth
Texas
$87.7M 1,874,996 -25,483 -1%
UBS Group
5
UBS Group
Switzerland
$77.7M 1,661,116 +1,661,116 New
Creative Planning
6
Creative Planning
Kansas
$75.6M 1,615,432 +7,344 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$64.5M 1,378,466 -18,622 -1%
Wells Fargo
8
Wells Fargo
California
$50M 1,070,090 +127,165 +13%
FPIS
9
Financial Planning & Information Services
Wisconsin
$45.7M 977,914 -16,741 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40.3M 861,894 -28,670 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$34.5M 737,061 -8,259 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$33.5M 716,278 -20,896 -3%
AWM
13
AE Wealth Management
Kansas
$31.6M 675,952 +8,514 +1%
SSB
14
Sandy Spring Bank
Maryland
$27.7M 592,769 -6,574 -1%
CCM
15
Coldstream Capital Management
Washington
$25.7M 549,632 -2,067 -0.4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$24.6M 525,872 +11,411 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$22.9M 488,950 +9,222 +2%
IWP
18
IAG Wealth Partners
Wisconsin
$22.9M 488,759 -4,334 -0.9%
KeyBank National Association
19
KeyBank National Association
Ohio
$21.1M 451,052 +2,608 +0.6%
RJA
20
Raymond James & Associates
Florida
$20.5M 438,327 -3,460 -0.8%
TW
21
Trajan Wealth
Arizona
$20.4M 436,950 -9,611 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$18.5M 395,591 -19,833 -5%
KAS
23
Kestra Advisory Services
Texas
$16.5M 353,398 +10,871 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$16.1M 344,958 -1,069 -0.3%
MCM
25
MAI Capital Management
Ohio
$16.1M 344,233 -11,076 -3%
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