DON icon

WisdomTree US MidCap Dividend Fund

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
326
Princeton Global Asset Management
New Jersey
$18K
PCG
327
Private Capital Group
Connecticut
$17K -$8.03K -178 -32%
CA
328
Cornerstone Advisory
Maryland
$16K +$16K +352 New
BWM
329
BerganKDV Wealth Management
Minnesota
$15K
NFSG
330
Newbridge Financial Services Group
Florida
$14K +$128 +3 +0.9%
FRA
331
Front Row Advisors
California
$13K
C
332
Covestor
United Kingdom
$13K +$13K +288 New
BC
333
Barnett & Company
Tennessee
$12K
TCWM
334
Total Clarity Wealth Management
Illinois
$9K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$9K
CTC
336
Central Trust Company
Missouri
$9K
MIFH
337
Migdal Insurance & Financial Holdings
Israel
$7K
AF
338
Advisornet Financial
Minnesota
$7K +$43 +1 +0.6%
PP
339
Pacifica Partners
Canada
$7K +$7K +166 New
MWM
340
Mascoma Wealth Management
New Hampshire
$6K
RCM
341
Rain Capital Management
Oregon
$5K
AIM
342
Anchor Investment Management
South Carolina
$3.64K +$3.64K +82 New
TFGT
343
TS Financial Group (TSFG)
Illinois
$2K
AWM
344
Avior Wealth Management
Nebraska
$1K
DHGWA
345
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1K +19 New
FFWM
346
Future Financial Wealth Management
Ohio
$1K +$1K +22 New
RDIA
347
RE Dickinson Investment Advisors
Iowa
$1K +$1K +31 New
FGAM
348
Financial Gravity Asset Management
Texas
$288 +$249 +38 +633%
PWAC
349
Private Wealth Advisors (California)
California
-$1.88M -43,331 Closed
WANY
350
Wealthspire Advisors (New York)
New York
-$1.57M -37,850 Closed