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WisdomTree US MidCap Dividend Fund

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
HT
251
Heritage Trust
Oklahoma
$4K
MCWS
252
McKinley Carter Wealth Services
West Virginia
$4K +$4K +120 New
BlackRock
253
BlackRock
New York
$3K -$2.02K -58 -40%
AIS
254
Accurate Investment Solutions
Pennsylvania
$3K
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$2K
NC
256
NewSquare Capital
Pennsylvania
$2K +$2K +54 New
CAL
257
Capital Analysts LLC
Pennsylvania
$1K +$1K +21 New
AWM
258
Avior Wealth Management
Nebraska
$1K +$1K +25 New
BCI
259
Brinker Capital Investments
Pennsylvania
-$5.78M -163,802 Closed
GAM
260
Gemmer Asset Management
California
-$2.55M -72,371 Closed
SI
261
SII Investments
Wisconsin
-$763K -21,603 Closed
FIM
262
Freedom Investment Management
Connecticut
-$527K -14,942 Closed
GLA
263
Great Lakes Advisors
Illinois
-$368K -10,418 Closed
FTUS
264
Flow Traders U.S.
New York
-$315K -8,932 Closed
CA
265
Clearstead Advisors
Ohio
-$271K -7,686 Closed
AWM
266
AE Wealth Management
Kansas
-$266K -7,534 Closed
VA
267
Valmark Advisers
Ohio
-$257K -7,293 Closed
HCA
268
Harbour Capital Advisors
Virginia
-$257K -7,275 Closed
CBU
269
CIBC Bank USA
Illinois
-$246K -6,981 Closed
WA
270
Wealth Architects
California
-$221K -6,258 Closed
XS
271
XML Securities
Maryland
-$196K -5,576 Closed
CA
272
Calton & Associates
Florida
-$155K -4,274 Closed
FGC
273
Financial Gravity Companies
Texas
-$8K -229 Closed
APSP
274
Asset Planning Services (Pennsylvania)
Pennsylvania
-$2K -46 Closed