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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 %
WIC
351
Whitegate Investment Counselors
New Hampshire
-$1.18M -28,438 Closed
KWM
352
Kingsview Wealth Management
Oregon
-$828K -19,986 Closed
TF
353
TIAA FSB
Florida
-$484K -11,671 Closed
GSEP
354
Golden State Equity Partners
California
-$282K -6,791 Closed
TC
355
TownSquare Capital
Utah
-$279K -6,731 Closed
OC
356
Oakworth Capital
Alabama
-$262K -6,316 Closed
MCWS
357
McKinley Carter Wealth Services
West Virginia
-$240K -5,788 Closed
MWM
358
Meridian Wealth Management
Kentucky
-$237K -5,706 Closed
MA
359
MCF Advisors
Kentucky
-$235K -5,676 Closed
JPLA
360
Joseph P. Lucia & Associates
New York
-$175K -4,216 Closed
RPCA
361
Running Point Capital Advisors
California
-$138K -3,335 Closed
BW
362
Bison Wealth
Georgia
-$110K -2,645 Closed
Citigroup
363
Citigroup
New York
-$90K -2,165 Closed
FA
364
Flagstar Advisors
New York
-$44K -1,053 Closed
IF
365
Ironwood Financial
Arizona
-$25K -600 Closed
GRP
366
Global Retirement Partners
California
-$21K -506 Closed
BMD
367
Better Money Decisions
New Mexico
-$18K -426 Closed
BC
368
Bartlett & Co
Ohio
-$16K -393 Closed
BCWM
369
Bartlett & Co Wealth Management
Ohio
-$16.3K -393 Closed
RCA
370
Ranch Capital Advisors
Florida
-$10K -253 Closed
EWM
371
EPG Wealth Management
Georgia
-$8K -202 Closed
SCA
372
Stonebridge Capital Advisors
Minnesota
-$4K -100 Closed