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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Market Value Shares Shares
Change
Shares
Change %
WAM
301
WealthTrust Asset Management
Florida
$203K 4,958 -263 -5%
TRCT
302
Tower Research Capital (TRC)
New York
$186K 4,541 -3,297 -42%
BFEC
303
Benjamin F. Edwards & Company
Missouri
$165K 4,024 +12 +0.3%
CT
304
Colonial Trust
South Carolina
$165K 3,927
PA
305
PSI Advisors
Florida
$153K 3,747 -51,206 -93%
AWM
306
Avior Wealth Management
Nebraska
$136K 3,313 +127 +4%
OLVIG
307
Oliver Lagore Vanvalin Investment Group
Michigan
$130K 3,181 -2,280 -42%
US Bancorp
308
US Bancorp
Minnesota
$129K 3,144
EWM
309
Evermay Wealth Management
Virginia
$117K 2,863 +928 +48%
CFD
310
Creative Financial Designs
Indiana
$111K 2,706 +484 +22%
Franklin Resources
311
Franklin Resources
California
$107K 2,621
CG
312
Cutler Group
California
$106K 2,600 +300 +13%
VCM
313
Viewpoint Capital Management
Washington
$104K 2,550
SSWM
314
Sheets Smith Wealth Management
North Carolina
$103K 2,505 +2,505 New
RG
315
Retirement Group
California
$75.6K 1,845 +5 +0.3%
EWA
316
EverSource Wealth Advisors
Alabama
$74.1K 1,810
AIP
317
Ameritas Investment Partners
Nebraska
$71.7K 1,750 -200 -10%
William Blair & Company
318
William Blair & Company
Illinois
$71.4K 1,742 +392 +29%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$67.2K 1,641
GEA
320
Glen Eagle Advisors
New Jersey
$66.6K 1,626 +1 +0.1%
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$65.5K 1,600
PFP
322
Pinnacle Financial Partners
Tennessee
$65.5K 1,599
FCA
323
FinTrust Capital Advisors
South Carolina
$64.7K 1,580 +1,580 New
SWM
324
Spire Wealth Management
Virginia
$62.3K 1,520
PWA
325
Provenance Wealth Advisors
Florida
$60.1K 1,468 +1,468 New