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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 %
Franklin Resources
301
Franklin Resources
California
$63K -$7.77K -200 -11%
PFP
302
Pinnacle Financial Partners
Tennessee
$62K
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$53K
EW
304
Element Wealth
Mississippi
$53K +$387 +10 +0.7%
IBOK
305
Independence Bank of Kentucky
Kentucky
$51K
GRP
306
Global Retirement Partners
California
$51K +$27.5K +700 +117%
CFD
307
Creative Financial Designs
Indiana
$47K -$1.61K -41 -3%
S
308
SignatureFD
Georgia
$47K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$43K -$15.6K -397 -27%
HBW
310
Hazlett, Burt & Watson
West Virginia
$42K +$310 +8 +0.7%
FPFS
311
First Personal Financial Services
North Carolina
$41K
SWM
312
Selective Wealth Management
Virginia
$39K
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$38K
CB
314
Community Bank
New York
$38K
SWA
315
SOA Wealth Advisors
New York
$38K +$271 +7 +0.7%
VNA
316
Valley National Advisers
Pennsylvania
$37K
CHA
317
Carmichael Hill & Associates
Maryland
$36K
MTIC
318
Missouri Trust & Investment Company
Missouri
$36K
AWM
319
Accel Wealth Management
Iowa
$34K +$1.09K +28 +3%
VVP
320
Venture Visionary Partners
Ohio
$33.7K +$33.7K +864 New
CFB
321
Cullen/Frost Bankers
Texas
$31K
TFGT
322
TS Financial Group (TSFG)
Illinois
$31K +$29K +750 +1,471%
AW
323
Avion Wealth
Texas
$26K
PMFA
324
Plante Moran Financial Advisors
Michigan
$25K +$193 +5 +0.8%
CWM
325
Curi Wealth Management
North Carolina
$23K -$17.6K -458 -43%