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WisdomTree US MidCap Dividend Fund

306 hedge funds and large institutions have $1.79B invested in WisdomTree US MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+14
Holders Change %
+4.79%
% of All Funds
6.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
123
Reduced
87
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$239K +$239K +6,680 New
FAAS
227
First Allied Advisory Services
California
$237K -$213K -5,929 -47%
WMA
228
Wealth Management Associates
New Jersey
$235K +$2.83K +79 +1%
Brown Advisory
229
Brown Advisory
Maryland
$225K -$7.53K -210 -3%
SFI
230
SPC Financial Inc
Maryland
$224K +$224K +6,252 New
KIA
231
KCM Investment Advisors
California
$224K +$224K +6,264 New
GVAG
232
Great Valley Advisor Group
Delaware
$222K +$222K +6,192 New
BOS
233
Bingham Osborn & Scarborough
California
$218K +$218K +6,093 New
WCM
234
WealthBridge Capital Management
Ohio
$202K -$27K -750 -12%
WP
235
WealthShield Partners
North Carolina
$190K -$5.34K -149 -3%
ADL
236
Asset Dedication LLC
California
$179K
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$176K +$48.5K +1,359 +38%
MA
238
MCF Advisors
Kentucky
$170K
FNBOSM
239
First National Bank of South Miami
Florida
$156K
ESB
240
Essex Savings Bank
Connecticut
$150K
BWA
241
BDO Wealth Advisors
Florida
$147K -$22K -615 -13%
QAM
242
QCI Asset Management
New York
$140K
AIP
243
Ameritas Investment Partners
Nebraska
$133K +$3.06K +86 +2%
GRP
244
Global Retirement Partners
California
$105K +$23.4K +650 +29%
IP
245
Intellectus Partners
California
$105K +$105K +2,946 New
ASN
246
Advisory Services Network
Georgia
$92K
HWA
247
Heritage Wealth Advisors
Virginia
$91.8K +$91.8K +2,564 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$90K +$87.4K +2,443 +3,347%
UBS AM
249
UBS AM
Illinois
$88.5K -$8.73K -244 -9%
FPFS
250
First Personal Financial Services
North Carolina
$85K -$7.33K -205 -8%