DON icon

WisdomTree US MidCap Dividend Fund

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
Net Calls
+$1.39M
Net Calls Change
+$342K
Name Holding Trade Value Shares
Change
Shares
Change %
AW
276
Avion Wealth
Texas
$27K
EIP
277
Ellis Investment Partners
Pennsylvania
$25K +$40 +1 +0.2%
PMFA
278
Plante Moran Financial Advisors
Michigan
$25K +$79 +2 +0.3%
GRP
279
Global Retirement Partners
California
$25K +$25K +626 New
IF
280
Ironwood Financial
Arizona
$24K
PCG
281
Private Capital Group
Connecticut
$22K -$5.75K -145 -21%
GSAM
282
Grant Street Asset Management
Pennsylvania
$22K
Deutsche Bank
283
Deutsche Bank
Germany
$21K
WWM
284
Wolff Wiese Magana
California
$18K
BlackRock
285
BlackRock
New York
$18K +$18K +435 New
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$17K -$15.1K -359 -47%
PGAM
287
Princeton Global Asset Management
New Jersey
$17K
BC
288
Bartlett & Co
Ohio
$16K -$35.7K -878 -69%
Franklin Resources
289
Franklin Resources
California
$16K
BCWM
290
Bartlett & Co Wealth Management
Ohio
$15.9K -$35.5K -878 -69%
BWM
291
BerganKDV Wealth Management
Minnesota
$14K
FRA
292
Front Row Advisors
California
$12K
PO
293
Private Ocean
California
$12K +$12K +304 New
GI
294
Gradient Investments
Minnesota
$11K +$11K +268 New
WCM
295
Wealthcare Capital Management
Virginia
$11K +$11K +273 New
RCA
296
Ranch Capital Advisors
Florida
$10K -$2.33K -59 -19%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$8K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$8K
SCA
299
Stonebridge Capital Advisors
Minnesota
$8K +$8K +186 New
TCWM
300
Total Clarity Wealth Management
Illinois
$8K +$8K +204 New