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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 %
FFA
326
Founders Financial Alliance
North Carolina
$42.9K
SWA
327
SOA Wealth Advisors
New York
$42.5K +$294 +7 +0.7%
KTC
328
Kistler-Tiffany Companies
Pennsylvania
$40.7K
VNA
329
Valley National Advisers
Pennsylvania
$40K
CHA
330
Carmichael Hill & Associates
Maryland
$38.5K
CIAS
331
Capital Investment Advisory Services
North Carolina
$36.2K +$252 +6 +0.7%
FPFS
332
First Personal Financial Services
North Carolina
$35.7K
TFGT
333
TS Financial Group (TSFG)
Illinois
$34K
CFB
334
Cullen/Frost Bankers
Texas
$33.3K
CSWM
335
Cassady Schiller Wealth Management
Ohio
$31.5K
MTIC
336
Missouri Trust & Investment Company
Missouri
$30.5K
GRP
337
Global Retirement Partners
California
$29.4K
PMFA
338
Plante Moran Financial Advisors
Michigan
$27.9K
APC
339
Aspire Private Capital
North Carolina
$24K
AW
340
Avion Wealth
Texas
$22K
AAG
341
Armstrong Advisory Group
Massachusetts
$19K
WWM
342
Wolff Wiese Magana
California
$18.9K
BC
343
Bartlett & Co
Ohio
$18K
BCWM
344
Bartlett & Co Wealth Management
Ohio
$17.9K
FRA
345
Front Row Advisors
California
$16K
BWM
346
BerganKDV Wealth Management
Minnesota
$14.5K
TWD
347
True Wealth Design
Ohio
$13.7K
PB
348
Pinnacle Bancorp
Nebraska
$13.4K
FA
349
Fiduciary Alliance
South Carolina
$11.6K +$11.6K +275 New
RFA
350
Register Financial Advisors
Georgia
$11.4K