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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 %
CAL
351
Capital Analysts LLC
Pennsylvania
$11K +$11K +266 New
CB
352
CNB Bank
Pennsylvania
$10.5K
SF
353
Safeguard Financial
Wisconsin
$10K +$10K +251 New
FCAG
354
First Capital Advisors Group
New Jersey
$8.62K -$1.34M -31,911 -99%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$8.41K
CTC
356
Central Trust Company
Missouri
$7.4K
AF
357
Advisornet Financial
Minnesota
$7.04K +$42 +1 +0.6%
PP
358
Pacifica Partners
Canada
$6.96K
MIFH
359
Migdal Insurance & Financial Holdings
Israel
$6K
RCM
360
Rain Capital Management
Oregon
$4.83K +$42 +1 +0.9%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$4.21K +$4.21K +100 New
RI
362
Ridgewood Investments
New Jersey
$3.57K
C
363
Covestor
United Kingdom
$3K -$2.83K -65 -49%
HS
364
Horan Securities
United States
$2.36K +$2.36K +56 New
AssetMark Inc
365
AssetMark Inc
California
$1.89K +$1.89K +45 New
CAS
366
Coppell Advisory Solutions
Texas
$1.72K +$1.72K +41 New
GI
367
Gradient Investments
Minnesota
$1.56K
NMG
368
New Millennium Group
Utah
$1.54K +$42 +1 +3%
BONH
369
Bank of New Hampshire
New Hampshire
$1.26K
BCMLT
370
Beacon Capital Management LLC (Tennessee)
Tennessee
$631 +$631 +15 New
AAP
371
Arax Advisory Partners
Colorado
$548 -$1.35M -32,034 -100%
OP
372
ORG Partners
Indiana
$7
RA
373
RiverTree Advisors
Florida
-$3.91M -95,299 Closed
ES
374
Eagle Strategies
New York
-$2.78M -67,788 Closed
SIA
375
SkyView Investment Advisors
New Jersey
-$1.32M -32,116 Closed