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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.

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
1
LPL Financial
California
$123M
2
MWM
2
Modern Wealth Management
Kansas
$10.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$15.9M
4
HBS
4
Howard Bailey Securities
Indiana
$4.7M
5
Ameriprise
5
Ameriprise
Minnesota
$74.2M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$10.8M
2
SFC
2
Strategic Financial Concepts
Texas
$339K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$224M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$224M 4,382,956 -144,059 -3%
Morgan Stanley
2
Morgan Stanley
New York
$126M 2,455,098 +606 +0%
LPL Financial
3
LPL Financial
California
$123M 2,409,553 +528,175 +28%
LW
4
Linscomb Wealth
Texas
$95.1M 1,860,069 -14,927 -0.8%
UBS Group
5
UBS Group
Switzerland
$82.5M 1,612,696 -48,420 -3%
Creative Planning
6
Creative Planning
Kansas
$80.5M 1,573,500 -41,932 -3%
Ameriprise
7
Ameriprise
Minnesota
$74.2M 1,451,340 +72,874 +5%
Wells Fargo
8
Wells Fargo
California
$55.2M 1,080,032 +9,942 +0.9%
FPIS
9
Financial Planning & Information Services
Wisconsin
$44.4M 867,943 -109,971 -11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$41.2M 806,344 -55,550 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$38.6M 754,286 +17,225 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.4M 731,762 +15,484 +2%
SSB
13
Sandy Spring Bank
Maryland
$29.8M 583,172 -9,597 -2%
CCM
14
Coldstream Capital Management
Washington
$27.8M 543,093 -6,539 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$26.6M 521,022 -4,850 -0.9%
IWP
16
IAG Wealth Partners
Wisconsin
$25M 489,788 +1,029 +0.2%
KeyBank National Association
17
KeyBank National Association
Ohio
$24.1M 471,782 +20,730 +5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$22.8M 445,763 -43,187 -9%
TW
19
Trajan Wealth
Arizona
$22.5M 440,000 +3,050 +0.7%
RJA
20
Raymond James & Associates
Florida
$21.9M 427,839 -10,488 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.9M 408,327 +12,736 +3%
KAS
22
Kestra Advisory Services
Texas
$17.6M 343,503 -9,895 -3%
MPW
23
Melone Private Wealth
Michigan
$17.5M 341,480 +8,779 +3%
MCM
24
MAI Capital Management
Ohio
$17M 333,011 -11,222 -3%
HNB
25
Huntington National Bank
Ohio
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