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WisdomTree US MidCap Dividend Fund

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
Net Calls
+$483K
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$74K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$69K -$180K -6,228 -72%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$69K -$8.46K -292 -11%
LAS
229
Lloyd Advisory Services
Georgia
$57K -$7.79K -270 -12%
EP
230
Eudaimonia Partners
Tennessee
$54K -$36.1K -1,240 -40%
CFB
231
Cullen/Frost Bankers
Texas
$54K
RG
232
Retirement Group
California
$53K
ASN
233
Advisory Services Network
Georgia
$53K +$53K +1,830 New
S
234
SignatureFD
Georgia
$48K
PFP
235
Pinnacle Financial Partners
Tennessee
$46K
GEA
236
Glen Eagle Advisors
New Jersey
$42.1K -$1.3K -45 -3%
SSWG
237
Seven Springs Wealth Group
Tennessee
$42K
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
$40K +$40K +1,372 New
PA
239
Parallel Advisors
California
$39K -$20.7K -721 -35%
US Bancorp
240
US Bancorp
Minnesota
$39K
EW
241
Element Wealth
Mississippi
$39K +$234 +8 +0.6%
FPFS
242
First Personal Financial Services
North Carolina
$38K -$19.3K -660 -34%
IBOK
243
Independence Bank of Kentucky
Kentucky
$38K
JCM
244
Jacobi Capital Management
Pennsylvania
$36K -$15.7K -540 -30%
VNA
245
Valley National Advisers
Pennsylvania
$31K
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$29K +$29K +1,004 New
KTC
247
Kistler-Tiffany Companies
Pennsylvania
$28K
IF
248
Ironwood Financial
Arizona
$27K
CHA
249
Carmichael Hill & Associates
Maryland
$26K
EIP
250
Ellis Investment Partners
Pennsylvania
$24K +$112 +4 +0.5%