DON icon

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 %
BF
326
BOK Financial
Oklahoma
$58.7K 1,492
EW
327
Element Wealth
Mississippi
$58.1K 1,418 +9 +0.6%
UCB
328
United Community Bank
South Carolina
$57.3K 1,400 +1,400 New
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$54.4K 1,350
HBW
330
Hazlett, Burt & Watson
West Virginia
$54K 1,312 +1 +0.1%
IBOK
331
Independence Bank of Kentucky
Kentucky
$53.2K 1,300
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
$50.5K 1,234 +1,234 New
S
333
SignatureFD
Georgia
$49.6K 1,211
BC
334
Barrett & Company
Rhode Island
$43K 1,050
FFA
335
Founders Financial Alliance
North Carolina
$41.8K 1,020
SWA
336
SOA Wealth Advisors
New York
$41.6K 1,017 +7 +0.7%
VNA
337
Valley National Advisers
Pennsylvania
$38K 930
CHA
338
Carmichael Hill & Associates
Maryland
$37.5K 915
MTIC
339
Missouri Trust & Investment Company
Missouri
$35.1K 857 +132 +18%
FPFS
340
First Personal Financial Services
North Carolina
$34.8K 849
TFGT
341
TS Financial Group (TSFG)
Illinois
$33K 801
CFB
342
Cullen/Frost Bankers
Texas
$32.4K 792
HGERS
343
Householder Group Estate & Retirement Specialist
Arizona
$28.8K 704 +704 New
AssetMark Inc
344
AssetMark Inc
California
$28.8K 703 +658 +1,462%
GRP
345
Global Retirement Partners
California
$28K 700
PMFA
346
Plante Moran Financial Advisors
Michigan
$27.2K 663
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.5K 646 +646 New
APC
348
Aspire Private Capital
North Carolina
$23.3K 570
CIAS
349
Capital Investment Advisory Services
North Carolina
$23.3K 569 -292 -34%
AW
350
Avion Wealth
Texas
$21K 525