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WisdomTree US MidCap Dividend Fund

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$39K +$169 +5 +0.4%
FFW
227
Fusion Family Wealth
New York
$38K -$93.3K -2,724 -71%
BA
228
Ballew Advisors
Mississippi
$37K +$37K +1,080 New
AIM
229
Advantage Investment Management
Iowa
$36K
CTB
230
Country Trust Bank
Illinois
$35K
KTC
231
Kistler-Tiffany Companies
Pennsylvania
$33K -$2.8K -82 -8%
GI
232
Gradient Investments
Minnesota
$26K +$26K +765 New
KCPG
233
Kavar Capital Partners Group
Kansas
$24K +$24K +705 New
MGIA
234
Moneta Group Investment Advisors
Missouri
$22K +$22K +21,572 New
FCB
235
First Command Bank
Texas
$21.5K +$2.63K +77 +14%
FCFS
236
First Command Financial Services
Texas
$21K +$2.57K +77 +14%
FANJ
237
Financial Architects (New Jersey)
New Jersey
$19K
WB
238
Webster Bank
Connecticut
$18K +$6.68K +200 +59%
S
239
SignatureFD
Georgia
$15K +$15K +435 New
LFG
240
LifePlan Financial Group
Ohio
$15K +$15K +435 New
PMFA
241
Plante Moran Financial Advisors
Michigan
$14K +$34 +1 +0.2%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$13.4K +$13.4K +393 New
BC
243
Bartlett & Co
Ohio
$13K
WEC
244
Winslow Evans & Crocker
Massachusetts
$10.2K
WCM
245
Wealthcare Capital Management
Virginia
$9K
GRP
246
Global Retirement Partners
California
$8K
SIAS
247
Shine Investment Advisory Services
Colorado
$8K
VCM
248
Virtue Capital Management
Tennessee
$6K -$3.32K -93 -36%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.09K
FRA
250
Front Row Advisors
California
$4K -$427 -11 -10%