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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Shares
Change %
NS
226
NBC Securities
Alabama
$426K +$426K +10,414 New
AA
227
Ancora Advisors
Ohio
$422K
IWN
228
Independent Wealth Network
Iowa
$418K -$28.6K -699 -6%
IA
229
IFP Advisors
Florida
$417K -$16.5K -403 -4%
SFG
230
Sowa Financial Group
Rhode Island
$415K -$85K -2,076 -17%
WWM
231
Western Wealth Management
Colorado
$412K +$17.4K +425 +4%
WA
232
Wambolt & Associates
Colorado
$409K -$53.9K -1,338 -12%
IFWM
233
Institute for Wealth Management
Colorado
$401K
RAM
234
Redmond Asset Management
Virginia
$400K -$78.3K -1,912 -16%
BI
235
Berkeley Inc
Idaho
$400K +$41 +1 +0%
PCS
236
Personal CFO Solutions
New Jersey
$399K -$12.9K -314 -3%
AIM
237
Aspen Investment Management
Michigan
$393K -$8.81K -215 -2%
AT
238
Arden Trust
Delaware
$393K
Bank of New York Mellon
239
Bank of New York Mellon
New York
$391K -$3.17M -77,376 -89%
PI
240
PFG Investments
New York
$391K +$5.98K +146 +2%
SC
241
Savant Capital
Illinois
$391K +$2.05K +50 +0.5%
PTC
242
Private Trust Company
Ohio
$390K +$13.1K +319 +3%
VPP
243
Vertex Planning Partners
Illinois
$383K -$13.7K -334 -3%
EAM
244
Evanson Asset Management
California
$365K +$2.42K +59 +0.7%
FIA
245
Foundations Investment Advisors
Arizona
$359K -$11.4K -279 -3%
BWM
246
BCGM Wealth Management
Indiana
$358K +$16.1K +392 +5%
PG
247
Patten Group
Tennessee
$355K +$1.39K +34 +0.4%
CCA
248
Clearwater Capital Advisors
Illinois
$352K
T
249
TNF
Montana
$343K -$3.28K -82 -0.9%
ONB
250
Old National Bancorp
Indiana
$341K