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WisdomTree US MidCap Dividend Fund

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
Destination Wealth Management
California
$8.85M -$120K -3,505 -1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$8.71M +$743K +22,283 +9%
SEIA
28
Signature Estate & Investment Advisors
California
$8.7M +$7.54K +221 +0.1%
JWA
29
JFS Wealth Advisors
Pennsylvania
$8.06M +$754K +22,101 +10%
MML Investors Services
30
MML Investors Services
Massachusetts
$7.94M +$1.51M +44,271 +23%
BFG
31
Beacon Financial Group
Texas
$7.84M +$925K +27,101 +13%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$7.7M +$268K +7,840 +4%
TA
33
TMD & Associates
Arizona
$6.98M +$205K +5,994 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.94M -$433K -12,704 -6%
Goldman Sachs
35
Goldman Sachs
New York
$6.73M -$2.9K -85 -0%
AG
36
Advisor Group
Arizona
$6.44M -$90.8K -2,660 -1%
Stifel Financial
37
Stifel Financial
Missouri
$6.14M +$515K +15,095 +9%
FCI
38
Financial Counselors Inc
Kansas
$5.89M -$125K -3,676 -2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$5.84M +$1.85M +54,129 +46%
BWM
40
Baystate Wealth Management
Massachusetts
$5.34M +$98.3K +2,848 +2%
SB
41
Simmons Bank
Arkansas
$5.16M +$452K +13,245 +10%
NFG
42
NewFocus Financial Group
Washington
$4.84M -$185K -5,410 -4%
FHB
43
First Hawaiian Bank
Hawaii
$4.73M +$1.21M +35,372 +34%
BCM
44
Brookstone Capital Management
Illinois
$4.54M +$762K +22,336 +20%
APP
45
Avantax Planning Partners
Iowa
$4.52M +$770K +22,573 +21%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.48M
CAI
47
Capital Advisors Inc
Oklahoma
$4.29M +$26.6K +780 +0.6%
TFA
48
Transamerica Financial Advisors
Florida
$4.25M +$612K +17,943 +17%
CCA
49
Clearwater Capital Advisors
Illinois
$4.21M +$487K +14,280 +13%
WDL
50
Well Done LLC
Michigan
$4.03M -$111K -3,247 -3%