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WisdomTree US MidCap Dividend Fund

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$565K
Name Holding Trade Value Shares
Change
Shares
Change %
JHCP
251
Jackson Hole Capital Partners
Oklahoma
$76K +$76K +2,180 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$74K
COCM
253
Charter Oak Capital Management
New Hampshire
$72K +$72K +2,069 New
William Blair & Company
254
William Blair & Company
Illinois
$69K -$39.3K -1,124 -36%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$66K -$17.2K -493 -21%
EP
256
Eudaimonia Partners
Tennessee
$65K
ASN
257
Advisory Services Network
Georgia
$64K
RG
258
Retirement Group
California
$64K
FNBOSM
259
First National Bank of South Miami
Florida
$60K -$151K -4,297 -72%
S
260
SignatureFD
Georgia
$57K
SSWG
261
Seven Springs Wealth Group
Tennessee
$51K
GEA
262
Glen Eagle Advisors
New Jersey
$50.8K +$104 +3 +0.2%
US Bancorp
263
US Bancorp
Minnesota
$48K +$765 +22 +2%
EW
264
Element Wealth
Mississippi
$47K +$487 +14 +1%
PFP
265
Pinnacle Financial Partners
Tennessee
$46K
FPFS
266
First Personal Financial Services
North Carolina
$45K
IBOK
267
Independence Bank of Kentucky
Kentucky
$45K
BCWM
268
Bartlett & Co Wealth Management
Ohio
$44.2K +$30.6K +878 +223%
BC
269
Bartlett & Co
Ohio
$44K +$30.4K +878 +223%
FFA
270
Freedman Financial Associates
Massachusetts
$44K +$44K +1,270 New
AWG
271
Altus Wealth Group
Colorado
$41K +$41K +1,182 New
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$36K -$12.1K -345 -25%
SWA
273
SOA Wealth Advisors
New York
$36K +$36K +953 New
KTC
274
Kistler-Tiffany Companies
Pennsylvania
$34K
VNA
275
Valley National Advisers
Pennsylvania
$32K -$5.06K -147 -14%