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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
326
Plante Moran Financial Advisors
Michigan
$29K +$90 +2 +0.3%
Qube Research & Technologies (QRT)
327
Qube Research & Technologies (QRT)
United Kingdom
$27K -$430K -9,831 -94%
APC
328
Aspire Private Capital
North Carolina
$25K +$25K +570 New
GRP
329
Global Retirement Partners
California
$25K +$25K +600 New
Deutsche Bank
330
Deutsche Bank
Germany
$23K
EIP
331
Ellis Investment Partners
Pennsylvania
$20K -$7.43K -173 -27%
WWM
332
Wolff Wiese Magana
California
$20K
BC
333
Bartlett & Co
Ohio
$19K +$19K +425 New
BCWM
334
Bartlett & Co Wealth Management
Ohio
$18.9K +$18.9K +425 New
PGAM
335
Princeton Global Asset Management
New Jersey
$18K
FRA
336
Front Row Advisors
California
$16K +$3.09K +70 +24%
NFSG
337
Newbridge Financial Services Group
Florida
$15K
BWM
338
BerganKDV Wealth Management
Minnesota
$15K
PCG
339
Private Capital Group
Connecticut
$14K -$3.19K -70 -19%
AWM
340
Aspire Wealth Management
Massachusetts
$12K -$99.2K -2,281 -89%
C
341
Covestor
United Kingdom
$12K -$659 -15 -5%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$9K
CTC
343
Central Trust Company
Missouri
$8K -$1.55K -34 -16%
MIFH
344
Migdal Insurance & Financial Holdings
Israel
$7K
AF
345
Advisornet Financial
Minnesota
$7K
PP
346
Pacifica Partners
Canada
$7K
MWM
347
Mascoma Wealth Management
New Hampshire
$6K
FFA
348
Freedman Financial Associates
Massachusetts
$5K -$67.7K -1,583 -93%
RCM
349
Rain Capital Management
Oregon
$5K +$45 +1 +0.9%
AIM
350
Anchor Investment Management
South Carolina
$3.64K