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WisdomTree US MidCap Dividend Fund

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
251
Advisory Services Network
Georgia
$93K
HWA
252
Heritage Wealth Advisors
Virginia
$93K
UBS AM
253
UBS AM
Illinois
$89.8K
CFA
254
Carroll Financial Associates
North Carolina
$85K -$43.6K -1,203 -34%
FPFS
255
First Personal Financial Services
North Carolina
$83K
JHCP
256
Jackson Hole Capital Partners
Oklahoma
$82K
PA
257
Parallel Advisors
California
$76K
BWA
258
BDO Wealth Advisors
Florida
$76K +$471 +13 +0.6%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$74K
WOC
260
West Oak Capital
California
$72K -$6.58K -180 -8%
CFB
261
Cullen/Frost Bankers
Texas
$71K +$38.9K +1,065 +121%
IBOK
262
Independence Bank of Kentucky
Kentucky
$68K +$68K +1,870 New
JCM
263
Jacobi Capital Management
Pennsylvania
$63K +$289 +8 +0.5%
LFG
264
LifePlan Financial Group
Ohio
$62K +$38.5K +1,059 +164%
S
265
SignatureFD
Georgia
$60K
HPC
266
HM Payson & Co
Maine
$54K
MWP
267
MYCIO Wealth Partners
Pennsylvania
$51K
GEA
268
Glen Eagle Advisors
New Jersey
$49.9K
DP
269
Denver PWM
Colorado
$46.1K +$46.1K +1,275 New
EAM
270
Eukles Asset Management
Ohio
$45K
SCA
271
Stonebridge Capital Advisors
Minnesota
$44K -$78.7K -2,146 -64%
EIP
272
Ellis Investment Partners
Pennsylvania
$42K +$212 +6 +0.5%
ACA
273
Atlas Capital Advisors
Wyoming
$41.1K
WEC
274
Winslow Evans & Crocker
Massachusetts
$38K
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$35K