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WisdomTree US MidCap Dividend Fund

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
226
WhitTier Trust Company
Nevada
$63K
RFC
227
Regions Financial Corp
Alabama
$58K +$5.91K +160 +11%
FLI
228
Family Legacy Inc
South Carolina
$51K
YWP
229
YorkBridge Wealth Partners
New York
$50K
BBHC
230
Brown Brothers Harriman & Co
New York
$46K
OIA
231
Optimum Investment Advisors
Illinois
$45K +$330 +9 +0.7%
JCM
232
Jacobi Capital Management
Pennsylvania
$43K +$331 +9 +0.8%
GEA
233
Glen Eagle Advisors
New Jersey
$42.4K
MA
234
MUFG Americas
New York
$41K -$18.6K -500 -31%
FFW
235
Fusion Family Wealth
New York
$38K
KTC
236
Kistler-Tiffany Companies
Pennsylvania
$36K
CTB
237
Country Trust Bank
Illinois
$34K
PCG
238
Private Capital Group
Connecticut
$25K +$25K +700 New
FCB
239
First Command Bank
Texas
$23K
FCFS
240
First Command Financial Services
Texas
$23K
CWA
241
Clarus Wealth Advisors
Arizona
$23K
BWM
242
BerganKDV Wealth Management
Minnesota
$22K
KJWM
243
Kiley Juergens Wealth Management
Washington
$22K
FANJ
244
Financial Architects (New Jersey)
New Jersey
$20K
KL
245
KWMG LLC
Kansas
$19K +$4.39K +120 +30%
AIM
246
Advantage Investment Management
Iowa
$17K
S
247
SignatureFD
Georgia
$16K
LFG
248
LifePlan Financial Group
Ohio
$16K
LWA
249
Lowe Wealth Advisors
Maryland
$15K +$15K +398 New
BCWM
250
Bartlett & Co Wealth Management
Ohio
$14.5K