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WisdomTree US MidCap Dividend Fund

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$42K +$181 +5 +0.4%
GEA
227
Glen Eagle Advisors
New Jersey
$41.2K
FFW
228
Fusion Family Wealth
New York
$37K -$2.45K -69 -6%
KTC
229
Kistler-Tiffany Companies
Pennsylvania
$35K
CTB
230
Country Trust Bank
Illinois
$33K -$3.54K -100 -10%
SFM
231
Signet Financial Management
New Jersey
$30K +$30K +825 New
GI
232
Gradient Investments
Minnesota
$27K
KCPG
233
Kavar Capital Partners Group
Kansas
$25K
FCB
234
First Command Bank
Texas
$23K
FCFS
235
First Command Financial Services
Texas
$23K
MGIA
236
Moneta Group Investment Advisors
Missouri
$22K -$765K -20,969 -97%
KJWM
237
Kiley Juergens Wealth Management
Washington
$21K +$21K +600 New
BWM
238
BerganKDV Wealth Management
Minnesota
$21K +$21K +600 New
CWA
239
Clarus Wealth Advisors
Arizona
$21K +$21K +625 New
FANJ
240
Financial Architects (New Jersey)
New Jersey
$20K
PMFA
241
Plante Moran Financial Advisors
Michigan
$17K +$2.03K +56 +14%
AIM
242
Advantage Investment Management
Iowa
$16K -$21.3K -600 -57%
S
243
SignatureFD
Georgia
$16K
LFG
244
LifePlan Financial Group
Ohio
$16K
PMG
245
ProVise Management Group
Florida
$15.6K +$67 +1,879 +0.4%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$14.1K
BC
247
Bartlett & Co
Ohio
$14K
KL
248
KWMG LLC
Kansas
$14K +$14K +399 New
WB
249
Webster Bank
Connecticut
$12K -$7.08K -200 -37%
HIIFS
250
Harel Insurance Investments & Financial Services
Israel
$12K