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WisdomTree US MidCap Dividend Fund

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
26
Signature Estate & Investment Advisors
California
$8.98M -$4.8K -136 -0.1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$8.43M +$413K +11,716 +5%
IWA
28
Inspirion Wealth Advisors
Illinois
$7.73M +$25.6K +726 +0.3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$7.69M -$7.06K -200 -0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$7.62M +$1M +28,428 +15%
JWA
31
JFS Wealth Advisors
Pennsylvania
$7.55M +$624K +17,684 +9%
BFG
32
Beacon Financial Group
Texas
$7.15M +$185K +5,232 +3%
TA
33
TMD & Associates
Arizona
$7.01M +$25.7K +729 +0.4%
Goldman Sachs
34
Goldman Sachs
New York
$6.96M -$1.54M -43,566 -18%
AG
35
Advisor Group
Arizona
$6.75M +$384K +10,891 +6%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6.69M -$6.22M -176,164 -48%
MML Investors Services
37
MML Investors Services
Massachusetts
$6.65M +$386K +10,937 +6%
FCI
38
Financial Counselors Inc
Kansas
$6.22M +$32.9K +933 +0.5%
Stifel Financial
39
Stifel Financial
Missouri
$5.81M -$154K -4,369 -3%
BCI
40
Brinker Capital Investments
Pennsylvania
$5.78M +$84.1K +2,384 +1%
BWM
41
Baystate Wealth Management
Massachusetts
$5.51M +$370K +10,204 +7%
NFG
42
NewFocus Financial Group
Washington
$5.2M -$34.5K -978 -0.7%
SB
43
Simmons Bank
Arkansas
$4.87M +$168K +4,757 +4%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.64M
CAI
45
Capital Advisors Inc
Oklahoma
$4.41M -$58.4K -1,655 -1%
WDL
46
Well Done LLC
Michigan
$4.29M -$412K -11,671 -9%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$4.12M -$447K -12,661 -10%
YP
48
Yellowstone Partners
Idaho
$4.05M +$28.7K +812 +0.7%
SF
49
Synovus Financial
Georgia
$3.96M -$23.8K -674 -0.6%
BCM
50
Brookstone Capital Management
Illinois
$3.91M +$1.88M +53,385 +93%