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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
276
WCG Wealth Advisors
Nevada
$213K +$213K +5,458 New
GVAG
277
Great Valley Advisor Group
Delaware
$209K +$350 +9 +0.2%
CAWM
278
Capital Advisors Wealth Management
Washington
$208K -$6.82K -175 -3%
FFA
279
Founders Financial Alliance
North Carolina
$185K -$22.6K -580 -11%
HIIFS
280
Harel Insurance Investments & Financial Services
Israel
$175K
EW
281
Evoke Wealth
California
$165K
JPLA
282
Joseph P. Lucia & Associates
New York
$164K
MCC
283
Money Concepts Capital
Florida
$155K -$254K -6,436 -62%
BFEC
284
Benjamin F. Edwards & Company
Missouri
$154K +$466 +12 +0.3%
COCM
285
Charter Oak Capital Management
New Hampshire
$144K +$39 +1 +0%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$122K +$58.1K +1,489 +91%
GLLW
287
Graves Light Lenhart Wealth
Virginia
$117K
MA
288
MUFG Americas
New York
$113K +$22.6K +579 +25%
US Bancorp
289
US Bancorp
Minnesota
$108K +$41.4K +1,065 +62%
VCM
290
Viewpoint Capital Management
Washington
$99K
AIP
291
Ameritas Investment Partners
Nebraska
$90K -$3.87K -100 -4%
Citigroup
292
Citigroup
New York
$90K
SWM
293
Spire Wealth Management
Virginia
$84K -$80.9K -2,069 -49%
William Blair & Company
294
William Blair & Company
Illinois
$81K -$8.78K -225 -10%
EWM
295
Evermay Wealth Management
Virginia
$75K
RG
296
Retirement Group
California
$73K -$3.79K -96 -5%
EWA
297
EverSource Wealth Advisors
Alabama
$71K
FNBOSM
298
First National Bank of South Miami
Florida
$67K
BMD
299
Better Money Decisions
New Mexico
$64K +$64K +1,634 New
GEA
300
Glen Eagle Advisors
New Jersey
$63K +$5.92K +152 +10%