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WisdomTree US MidCap Dividend Fund

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$60K +$60K +1,352 New
IBOK
302
Independence Bank of Kentucky
Kentucky
$58K
S
303
SignatureFD
Georgia
$54K
CFD
304
Creative Financial Designs
Indiana
$48K -$3.1K -70 -6%
FPFS
305
First Personal Financial Services
North Carolina
$47K
SWM
306
Selective Wealth Management
Virginia
$44K
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$43K
FHA
308
First Horizon Advisors
Tennessee
$42K -$6.52K -149 -13%
AF
309
Allworth Financial
California
$42K
SWA
310
SOA Wealth Advisors
New York
$42K +$174 +4 +0.4%
VNA
311
Valley National Advisers
Pennsylvania
$41K
CHA
312
Carmichael Hill & Associates
Maryland
$41K
MTIC
313
Missouri Trust & Investment Company
Missouri
$41K +$41K +925 New
CFB
314
Cullen/Frost Bankers
Texas
$39K
AWM
315
Accel Wealth Management
Iowa
$37K +$37K +844 New
CSWM
316
Cassady Schiller Wealth Management
Ohio
$33K +$33K +750 New
AW
317
Avion Wealth
Texas
$30K
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$29K +$29K +660 New
PMFA
319
Plante Moran Financial Advisors
Michigan
$28K +$218 +5 +0.8%
EIP
320
Ellis Investment Partners
Pennsylvania
$28K +$219 +5 +0.8%
ONST
321
Old North State Trust
North Carolina
$24K
CWS
322
Confluence Wealth Services
Pennsylvania
$24K +$24K +545 New
Deutsche Bank
323
Deutsche Bank
Germany
$23K
BIA
324
Bell Investment Advisors
California
$21K +$133 +3 +0.6%
WWM
325
Wolff Wiese Magana
California
$20K