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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 %
CTC
301
Central Trust Company
Missouri
$7K
CAC
302
Certified Advisory Corp
Florida
$7K +$7K +171 New
MIFH
303
Migdal Insurance & Financial Holdings
Israel
$6K
AF
304
Advisornet Financial
Minnesota
$6K +$38 +1 +0.6%
MWM
305
Mascoma Wealth Management
New Hampshire
$5K +$5K +128 New
RCM
306
Rain Capital Management
Oregon
$4K
TFGT
307
TS Financial Group (TSFG)
Illinois
$2K
AWM
308
Avior Wealth Management
Nebraska
$1K
FGAM
309
Financial Gravity Asset Management
Texas
$261 -$1.18K -27 -82%
CFG
310
CMC Financial Group
Georgia
-$13.5M -389,135 Closed
SW
311
Signify Wealth
Missouri
-$12.9M -371,751 Closed
SS
312
Simplicity Solutions
Minnesota
-$12.4M -354,796 Closed
EE
313
EWG Elevate
California
-$2.09M -59,927 Closed
GSWM
314
Golden State Wealth Management
California
-$1.03M -29,699 Closed
Goldman Sachs
315
Goldman Sachs
New York
-$918K -26,382 Closed
PA
316
PSI Advisors
Florida
-$716K -20,591 Closed
Jane Street
317
Jane Street
New York
-$534K -15,344 Closed
IWC
318
Integrated Wealth Concepts
Massachusetts
-$530K -15,214 Closed
FIM
319
Freedom Investment Management
Connecticut
-$463K -13,308 Closed
SAM
320
SignalPoint Asset Management
Missouri
-$428K -12,290 Closed
FFN
321
Focus Financial Network
Minnesota
-$379K -10,876 Closed
RIA
322
Regal Investment Advisors
Michigan
-$291K -8,374 Closed
RFC
323
Regions Financial Corp
Alabama
-$290K -8,333 Closed
FFG
324
Fortem Financial Group
California
-$260K -7,456 Closed
SDH
325
Sloy Dahl & Holst
Washington
-$262K -6,865 Closed