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WisdomTree US MidCap Dividend Fund

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
301
US Bancorp
Minnesota
$132K -$148K -3,520 -53%
Franklin Resources
302
Franklin Resources
California
$110K
VCM
303
Viewpoint Capital Management
Washington
$107K
IGWM
304
ICA Group Wealth Management
Colorado
$104K +$12.2K +289 +13%
CG
305
Cutler Group
California
$96K +$96K +2,300 New
CFD
306
Creative Financial Designs
Indiana
$93.4K +$49K +1,166 +110%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$85K +$18K +429 +27%
AIP
308
Ameritas Investment Partners
Nebraska
$82K
EWM
309
Evermay Wealth Management
Virginia
$81.4K
RG
310
Retirement Group
California
$77.4K -$883 -21 -1%
EWA
311
EverSource Wealth Advisors
Alabama
$76.1K
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$69K -$86.2K -2,050 -56%
GEA
313
Glen Eagle Advisors
New Jersey
$68.3K +$6.43K +153 +10%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$67.3K
PFP
315
Pinnacle Financial Partners
Tennessee
$67.2K
SWM
316
Spire Wealth Management
Virginia
$63.9K -$26.4K -628 -29%
BF
317
BOK Financial
Oklahoma
$62.7K
EW
318
Element Wealth
Mississippi
$59.3K +$421 +10 +0.7%
FNBOSM
319
First National Bank of South Miami
Florida
$58.9K -$13.1K -311 -18%
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$56.8K
William Blair & Company
321
William Blair & Company
Illinois
$56.8K -$21K -500 -27%
HBW
322
Hazlett, Burt & Watson
West Virginia
$55K +$84 +2 +0.2%
IBOK
323
Independence Bank of Kentucky
Kentucky
$54.7K
S
324
SignatureFD
Georgia
$50.9K
BC
325
Barrett & Company
Rhode Island
$44.2K +$44.2K +1,050 New