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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
301
US Bancorp
Minnesota
$76K -$12.1K -273 -14%
FNBOSM
302
First National Bank of South Miami
Florida
$76K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$73K +$12.8K +288 +21%
PFP
304
Pinnacle Financial Partners
Tennessee
$71K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$66K
GEA
306
Glen Eagle Advisors
New Jersey
$65.1K +$44 +1 +0.1%
EW
307
Element Wealth
Mississippi
$60K -$972 -22 -2%
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
$60K +$30.7K +690 +105%
IBOK
309
Independence Bank of Kentucky
Kentucky
$58K
CFD
310
Creative Financial Designs
Indiana
$55K +$6.72K +151 +14%
S
311
SignatureFD
Georgia
$54K
HBW
312
Hazlett, Burt & Watson
West Virginia
$48K +$48K +1,076 New
FPFS
313
First Personal Financial Services
North Carolina
$47K
CWM
314
Curi Wealth Management
North Carolina
$47K +$47K +1,058 New
SWM
315
Selective Wealth Management
Virginia
$44K
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$43K
SWA
317
SOA Wealth Advisors
New York
$43K +$265 +6 +0.6%
CB
318
Community Bank
New York
$43K +$43K +963 New
VNA
319
Valley National Advisers
Pennsylvania
$41K
CHA
320
Carmichael Hill & Associates
Maryland
$41K
MTIC
321
Missouri Trust & Investment Company
Missouri
$41K
AWM
322
Accel Wealth Management
Iowa
$38K +$135 +3 +0.4%
CFB
323
Cullen/Frost Bankers
Texas
$35K -$3.89K -88 -10%
HA
324
Herold Advisors
New York
$33.3K +$33.3K +750 New
AW
325
Avion Wealth
Texas
$30K