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WisdomTree US MidCap Dividend Fund

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Deutsche Bank
251
Deutsche Bank
Germany
$34K -$28.9K -1,011 -46%
ACA
252
Atlas Capital Advisors
Wyoming
$32.1K
VNA
253
Valley National Advisers
Pennsylvania
$31K -$66.7K -2,316 -68%
KTC
254
Kistler-Tiffany Companies
Pennsylvania
$27K
CHA
255
Carmichael Hill & Associates
Maryland
$26K
IF
256
Ironwood Financial
Arizona
$26K
EIP
257
Ellis Investment Partners
Pennsylvania
$24K +$140 +5 +0.6%
PCG
258
Private Capital Group
Connecticut
$20K
AW
259
Avion Wealth
Texas
$19K -$18.5K -660 -49%
PMFA
260
Plante Moran Financial Advisors
Michigan
$18K +$146 +5 +0.8%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$14K +$3.29K +123 +31%
HFA
262
Hoover Financial Advisors
Pennsylvania
$14K +$14K +481 New
BWM
263
BerganKDV Wealth Management
Minnesota
$13K -$3.42K -120 -21%
WOC
264
West Oak Capital
California
$12K -$28.1K -960 -70%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$11.1K
BC
266
Bartlett & Co
Ohio
$11K
PGAM
267
Princeton Global Asset Management
New Jersey
$11K +$11K +409 New
SFSIG
268
San Francisco Sentry Investment Group
California
$10K
RCA
269
Ranch Capital Advisors
Florida
$9K -$66K -2,377 -88%
WEC
270
Winslow Evans & Crocker
Massachusetts
$9K
FPB
271
First PREMIER Bank
South Dakota
$9K
FRA
272
Front Row Advisors
California
$8K
CTC
273
Central Trust Company
Missouri
$7K -$109K -3,740 -94%
SIAS
274
Shine Investment Advisory Services
Colorado
$7K
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$6K -$14.7K -489 -71%