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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$340K -$14.1K -345 -4%
SFC
252
Strategic Financial Concepts
Texas
$338K +$143K +3,485 +73%
RA
253
RFG Advisory
Alabama
$331K -$79K -1,928 -19%
Goldman Sachs
254
Goldman Sachs
New York
$324K -$98.1K -2,395 -23%
OIA
255
OneDigital Investment Advisors
Kansas
$318K +$164 +4 +0.1%
PFS
256
Prospera Financial Services
Texas
$315K +$1.11K +27 +0.4%
APWA
257
Atlas Private Wealth Advisors
New Jersey
$311K +$114K +2,780 +58%
GWM
258
Geneos Wealth Management
Colorado
$305K -$31K -757 -9%
GC
259
Guidance Capital
Kentucky
$304K +$11K +276 +4%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$300K -$253K -6,185 -46%
CSA
261
Cottage Street Advisors
Massachusetts
$300K
FFA
262
Fortune Financial Advisors
Kansas
$295K +$26K +635 +10%
WAM
263
Weinberger Asset Management
California
$295K -$13K -318 -4%
CIBC World Market
264
CIBC World Market
Ontario, Canada
$295K +$295K +7,201 New
Vontobel Holding
265
Vontobel Holding
Switzerland
$295K -$76.8K -1,876 -21%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$292K +$25.6K +626 +10%
SF
267
Summit Financial
New Jersey
$291K
MCCP
268
Mission Creek Capital Partners
California
$290K +$9.87K +241 +4%
CRWM
269
Castle Rock Wealth Management
California
$289K +$807 +20 +0.3%
SFA
270
Source Financial Advisors
New York
$286K
JIC
271
Johnson Investment Counsel
Ohio
$281K -$2.21K -54 -0.8%
FA
272
Flagstar Advisors
New York
$279K +$28.9K +705 +12%
IWC
273
Integrated Wealth Concepts
Massachusetts
$278K -$5.24K -128 -2%
KFI
274
Key Financial Inc
Pennsylvania
$278K -$32.8K -801 -11%
FFA
275
Fragasso Financial Advisors
Pennsylvania
$273K +$1.68K +41 +0.6%