DON icon

WisdomTree US MidCap Dividend Fund

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
307
Holders Change
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
Net Calls
+$1.39M
Net Calls Change
+$342K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
226
Insight Advisors
Pennsylvania
$235K +$235K +5,580 New
FFA
227
Founders Financial Alliance
North Carolina
$230K -$4.31K -100 -2%
FHA
228
Flagship Harbor Advisors
Massachusetts
$230K +$230K +5,702 New
MA
229
MCF Advisors
Kentucky
$229K
RWB
230
RMR Wealth Builders
New Jersey
$223K +$223K +5,516 New
GVAG
231
Great Valley Advisor Group
Delaware
$220K -$81.9K -2,024 -27%
PFS
232
Prospera Financial Services
Texas
$219K +$219K +5,414 New
LFAS
233
Level Four Advisory Services
Texas
$214K +$214K +5,285 New
Fidelity Investments
234
Fidelity Investments
Massachusetts
$206K +$36.3K +901 +21%
XF
235
XML Financial
Maryland
$202K +$202K +5,006 New
SFS
236
Sowell Financial Services
Arkansas
$189K -$2.42K -56 -1%
JPLA
237
Joseph P. Lucia & Associates
New York
$182K -$15.5K -384 -8%
EW
238
Evoke Wealth
California
$171K +$40 +1 +0%
Citigroup
239
Citigroup
New York
$144K -$40 -1 -0%
RPCA
240
Running Point Capital Advisors
California
$135K
BW
241
Bison Wealth
Georgia
$134K -$14.7K -364 -10%
GLLW
242
Graves Light Lenhart Wealth
Virginia
$121K
AIP
243
Ameritas Investment Partners
Nebraska
$114K -$19.3K -480 -15%
MCC
244
Money Concepts Capital
Florida
$104K -$4.2M -103,495 -98%
HWA
245
Heritage Wealth Advisors
Virginia
$104K
LAS
246
Lloyd Advisory Services
Georgia
$98K +$4.99K +124 +5%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$96K +$161 +4 +0.2%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$95K -$54.8K -1,357 -37%
JHCP
249
Jackson Hole Capital Partners
Oklahoma
$88K
WP
250
WealthShield Partners
North Carolina
$88K +$88K +2,189 New