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WisdomTree US MidCap Dividend Fund

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$98K +$28 +1 +0%
CI
227
CX Institutional
Indiana
$91K +$17.5K +617 +24%
EP
228
Eudaimonia Partners
Tennessee
$88K
WCG
229
Weaver Consulting Group
California
$83K -$61.4K -2,165 -43%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$76K -$571K -20,094 -88%
SIM
231
Sonora Investment Management
Arizona
$76K
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$74K
HWA
233
Heritage Wealth Advisors
Virginia
$72.7K
William Blair & Company
234
William Blair & Company
Illinois
$64K -$60.1K -2,104 -48%
LAS
235
Lloyd Advisory Services
Georgia
$64K +$10.3K +360 +19%
FANJ
236
Financial Architects (New Jersey)
New Jersey
$59K +$227 +8 +0.4%
PA
237
Parallel Advisors
California
$58K
Fidelity Investments
238
Fidelity Investments
Massachusetts
$57K -$82.6K -2,943 -59%
FPFS
239
First Personal Financial Services
North Carolina
$56K -$6.43K -225 -10%
CFB
240
Cullen/Frost Bankers
Texas
$53K +$27.9K +975 +111%
RG
241
Retirement Group
California
$52K +$52K +1,840 New
JCM
242
Jacobi Capital Management
Pennsylvania
$50K +$282 +10 +0.6%
NC
243
NewSquare Capital
Pennsylvania
$49K +$49K +1,716 New
S
244
SignatureFD
Georgia
$47K -$68.5K -2,400 -59%
PFP
245
Pinnacle Financial Partners
Tennessee
$45K
GEA
246
Glen Eagle Advisors
New Jersey
$42.5K +$1.36K +48 +3%
SSWG
247
Seven Springs Wealth Group
Tennessee
$41K
US Bancorp
248
US Bancorp
Minnesota
$39K -$112K -3,918 -74%
EW
249
Element Wealth
Mississippi
$38K +$13.1K +458 +53%
IBOK
250
Independence Bank of Kentucky
Kentucky
$37K -$16.2K -570 -30%