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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
226
Aspen Investment Management
Michigan
$382K +$8.57K +220 +2%
T
227
TNF
Montana
$381K -$223K -5,503 -37%
JAG
228
Journey Advisory Group
Kentucky
$380K
PTC
229
Private Trust Company
Ohio
$375K +$375K +9,619 New
DAS
230
Dynamic Advisor Solutions
Arizona
$373K +$24.2K +620 +7%
DWT
231
Dorsey & Whitney Trust
South Dakota
$370K -$268K -6,872 -42%
WAM
232
Weinberger Asset Management
California
$368K +$11K +283 +3%
WI
233
Wintrust Investments
Illinois
$368K +$158K +4,055 +75%
IFWM
234
Institute for Wealth Management
Colorado
$362K +$12.5K +320 +4%
Cerity Partners
235
Cerity Partners
New York
$356K +$975 +25 +0.3%
Vontobel Holding
236
Vontobel Holding
Switzerland
$353K -$45K -1,154 -11%
CDIA
237
Capital Directions Investment Advisors
Georgia
$351K
BWM
238
BCGM Wealth Management
Indiana
$346K +$1.1K +26 +0.3%
EAM
239
Evanson Asset Management
California
$335K +$2.45K +63 +0.7%
HIP
240
HUB Investment Partners
Texas
$327K
CAI
241
Capital Advisors Inc
Oklahoma
$327K
ONB
242
Old National Bancorp
Indiana
$324K
CSA
243
Cottage Street Advisors
Massachusetts
$323K +$195 +5 +0.1%
WAM
244
WealthTrust Asset Management
Florida
$318K +$318K +8,152 New
CA
245
CoreCap Advisors
Michigan
$317K +$2.03K +52 +0.6%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$314K +$12.3K +315 +4%
HIS
247
Harvest Investment Services
Illinois
$310K -$24.9K -638 -7%
GWM
248
Geneos Wealth Management
Colorado
$293K -$34.9K -884 -11%
TWM
249
Titus Wealth Management
California
$293K -$13.2K -339 -4%
ATC
250
Argent Trust Co
Tennessee
$288K