DON icon

WisdomTree US MidCap Dividend Fund

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSA
226
Cottage Street Advisors
Massachusetts
$367K +$222 +5 +0.1%
HI
227
Harbour Investments
Wisconsin
$364K -$168K -3,783 -32%
BWM
228
BCGM Wealth Management
Indiana
$361K +$799 +18 +0.2%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$353K +$87.9K +1,986 +33%
DWMG
230
DB Wealth Management Group
California
$350K -$1.51K -34 -0.4%
CA
231
CoreCap Advisors
Michigan
$346K +$346K +7,805 New
MSAM
232
Moloney Securities Asset Management
Missouri
$341K +$7.77K +175 +2%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$333K -$16.1K -364 -5%
MA
234
Montag & Associates
Georgia
$324K +$621 +14 +0.2%
BA
235
Bristlecone Advisors
Washington
$316K +$70.2K +1,583 +29%
RW
236
RVW Wealth
California
$316K +$316K +7,124 New
FNBT
237
FineMark National Bank & Trust
Florida
$311K -$66.9K -1,510 -18%
CAI
238
Capital Advisors Inc
Oklahoma
$310K
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$309K -$2.84K -64 -0.9%
JIC
240
Johnson Investment Counsel
Ohio
$305K +$305K +6,879 New
RA
241
Rodgers & Associates
Pennsylvania
$299K -$11.1K -250 -4%
FFA
242
Fragasso Financial Advisors
Pennsylvania
$298K -$2.62K -59 -0.9%
1IA
243
1834 Investment Advisors
Wisconsin
$295K -$9.3K -210 -3%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$287K
PCS
245
Personal CFO Solutions
New Jersey
$286K +$3.37K +76 +1%
MIM
246
MTM Investment Management
South Carolina
$285K
Jones Financial Companies
247
Jones Financial Companies
Missouri
$278K -$41.1K -928 -13%
RWB
248
RMR Wealth Builders
New Jersey
$277K +$13.4K +302 +5%
EFS
249
Essex Financial Services
Connecticut
$275K
CA
250
Calton & Associates
Florida
$273K +$930 +21 +0.3%