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WisdomTree US MidCap Dividend Fund

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
226
Montecito Bank & Trust
California
$214K -$527K -14,535 -71%
FFG
227
Fortem Financial Group
California
$210K +$210K +5,805 New
FSC
228
Full Sail Capital
Oklahoma
$209K +$209K +5,920 New
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$208K -$113K -3,129 -35%
WCM
230
WealthBridge Capital Management
Ohio
$201K +$23.7K +750 +13%
FNBOSM
231
First National Bank of South Miami
Florida
$191K +$32K +876 +20%
ADL
232
Asset Dedication LLC
California
$181K
MA
233
MCF Advisors
Kentucky
$172K
JPLA
234
Joseph P. Lucia & Associates
New York
$166K -$5.11M -141,420 -97%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$159K -$19.6K -540 -11%
ESB
236
Essex Savings Bank
Connecticut
$152K
IRC
237
Investors Research Corp
Georgia
$150K +$150K +4,136 New
QAM
238
QCI Asset Management
New York
$141K
AIP
239
Ameritas Investment Partners
Nebraska
$129K -$5.92K -164 -4%
CFA
240
Carroll Financial Associates
North Carolina
$128K -$754K -20,930 -85%
SCA
241
Stonebridge Capital Advisors
Minnesota
$121K +$121K +3,346 New
MWM
242
Merriman Wealth Management
Washington
$104K -$1.53K -4,220 -1%
ASN
243
Advisory Services Network
Georgia
$93K
HWA
244
Heritage Wealth Advisors
Virginia
$92.8K
UBS AM
245
UBS AM
Illinois
$89.5K
FPFS
246
First Personal Financial Services
North Carolina
$83K -$3.45K -95 -4%
JHCP
247
Jackson Hole Capital Partners
Oklahoma
$81K
WOC
248
West Oak Capital
California
$78K
BWA
249
BDO Wealth Advisors
Florida
$75K -$73K -2,028 -49%
PA
250
Parallel Advisors
California
$75K