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WisdomTree US MidCap Dividend Fund

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
251
Sigma Planning Corp
Michigan
$346K -$545K -12,964 -61%
GWM
252
Geneos Wealth Management
Colorado
$345K +$32.8K +780 +11%
TRCT
253
Tower Research Capital (TRC)
New York
$330K -$832K -19,778 -72%
LB
254
Leo Brokerage
Texas
$329K -$46.7K -1,110 -12%
OIA
255
OneDigital Investment Advisors
Kansas
$326K -$8.7K -207 -3%
PFS
256
Prospera Financial Services
Texas
$322K +$2.94K +70 +0.9%
GC
257
Guidance Capital
Kentucky
$321K +$321K +7,372 New
KFI
258
Key Financial Inc
Pennsylvania
$319K -$51.5K -1,224 -14%
WAM
259
Weinberger Asset Management
California
$317K -$29.5K -701 -9%
CSA
260
Cottage Street Advisors
Massachusetts
$308K -$12.6K -299 -4%
SF
261
Summit Financial
New Jersey
$299K +$299K +7,115 New
CRWM
262
Castle Rock Wealth Management
California
$299K +$74.4K +1,776 +33%
NW
263
NewEdge Wealth
Pennsylvania
$297K
SFA
264
Source Financial Advisors
New York
$294K
JIC
265
Johnson Investment Counsel
Ohio
$291K -$27.4K -651 -9%
IWC
266
Integrated Wealth Concepts
Massachusetts
$291K +$37.8K +898 +15%
MCCP
267
Mission Creek Capital Partners
California
$287K +$287K +6,828 New
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$279K -$90.2K -2,146 -24%
FFA
269
Fragasso Financial Advisors
Pennsylvania
$278K +$5.09K +121 +2%
FFA
270
Fortune Financial Advisors
Kansas
$277K +$277K +6,578 New
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$274K +$42 +1 +0%
HIP
272
HUB Investment Partners
Texas
$270K -$25K -594 -8%
FA
273
Flagstar Advisors
New York
$257K +$257K +6,113 New
CA
274
Calton & Associates
Florida
$257K -$14K -333 -5%
RWB
275
RMR Wealth Builders
New Jersey
$256K -$15.9K -377 -6%