DON icon

WisdomTree US MidCap Dividend Fund

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
301
Cullen/Frost Bankers
Texas
$30K
TFGT
302
TS Financial Group (TSFG)
Illinois
$30K
GRP
303
Global Retirement Partners
California
$29K -$24.9K -600 -46%
RIA
304
Realta Investment Advisors
Delaware
$29K +$29K +765 New
MTIC
305
Missouri Trust & Investment Company
Missouri
$27K -$7.45K -200 -22%
HGERS
306
Householder Group Estate & Retirement Specialist
Arizona
$26K -$468K -12,676 -95%
PMFA
307
Plante Moran Financial Advisors
Michigan
$25K +$191 +5 +0.8%
OPW
308
Oxler Private Wealth
New York
$23K +$23K +240 New
APC
309
Aspire Private Capital
North Carolina
$21K
AW
310
Avion Wealth
Texas
$20K -$5.87K -154 -23%
Deutsche Bank
311
Deutsche Bank
Germany
$19K
BIA
312
Bell Investment Advisors
California
$18K +$149 +4 +0.8%
WWM
313
Wolff Wiese Magana
California
$17K
EIP
314
Ellis Investment Partners
Pennsylvania
$17K +$108 +3 +0.6%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$16K
BC
316
Bartlett & Co
Ohio
$16K
PGAM
317
Princeton Global Asset Management
New Jersey
$15K
NFSG
318
Newbridge Financial Services Group
Florida
$15K +$268 +7 +2%
FRA
319
Front Row Advisors
California
$15K +$859 +22 +6%
BWM
320
BerganKDV Wealth Management
Minnesota
$13K
CWM
321
Castle Wealth Management
Florida
$10K -$3.02K -80 -23%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$8K
CA
323
Crewe Advisors
Utah
$8K +$8K +211 New
CTC
324
Central Trust Company
Missouri
$7K
PP
325
Pacifica Partners
Canada
$7K