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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

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.

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
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$57.9M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$280M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$16.5M
4
Lido Advisors
4
Lido Advisors
California
$14.8M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$106M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$0
3
SSB
3
Sandy Spring Bank
Maryland
$26.8M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
KWA
5
Kingswood Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$280M 5,489 +422 +8%
Bank of America
2
Bank of America
North Carolina
$230M 4,507,537 +124,581 +3%
Morgan Stanley
3
Morgan Stanley
New York
$127M 2,490,239 +35,141 +1%
LPL Financial
4
LPL Financial
California
$106M 2,080,768 -328,785 -14%
LW
5
Linscomb Wealth
Texas
$93.7M 1,839,233 -20,836 -1%
UBS Group
6
UBS Group
Switzerland
$81.3M 1,594,139 -18,557 -1%
Creative Planning
7
Creative Planning
Kansas
$79.5M 1,559,715 -13,785 -0.9%
Ameriprise
8
Ameriprise
Minnesota
$75M 1,470,854 +19,514 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$57.9M 1,135,252 +1,135,252 New
Wells Fargo
10
Wells Fargo
California
$55.8M 1,094,422 +14,390 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$42.7M 838,639 +32,295 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$38.6M 756,976 +2,690 +0.4%
KAS
13
Kestra Advisory Services
Texas
$27.8M 544,569 +201,066 +59%
CCM
14
Coldstream Capital Management
Washington
$26.9M 528,326 -14,767 -3%
SSB
15
Sandy Spring Bank
Maryland
$26.8M 525,366 -57,806 -10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$26.3M 515,904 -5,118 -1%
IWP
17
IAG Wealth Partners
Wisconsin
$24.4M 479,156 -10,632 -2%
KeyBank National Association
18
KeyBank National Association
Ohio
$24.4M 477,868 +6,086 +1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$23.2M 454,793 +9,030 +2%
TW
20
Trajan Wealth
Arizona
$22M 431,033 -8,967 -2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$21.4M 420,476 +108,367 +35%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$20.4M 399,423 -8,904 -2%
MCM
23
MAI Capital Management
Ohio
$17.1M 335,397 +2,386 +0.7%
HNB
24
Huntington National Bank
Ohio
– – – –
SFG
25
Stonebridge Financial Group
Pennsylvania
$16.5M 324,471 +324,471 New
1
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