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WisdomTree US MidCap Dividend Fund

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
AG
26
Advisor Group
Arizona
$14.6M +$3.26M +89,857 +29%
CCP
27
Cardan Capital Partners
Colorado
$14.6M +$17.2K +474 +0.1%
PMG
28
ProVise Management Group
Florida
$14.1M -$258K -7,099 -2%
UCFA
29
United Capital Financial Advisors
Texas
$13.7M +$219K +6,035 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$13.5M +$296K +8,158 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11.6M +$273K +7,514 +2%
SL
32
Salomon & Ludwin
Virginia
$11.4M -$229K -6,302 -2%
CRC
33
Curi RMB Capital
Illinois
$11.4M -$615K -16,942 -5%
KeyBank National Association
34
KeyBank National Association
Ohio
$9.98M -$1.45M -39,859 -13%
Goldman Sachs
35
Goldman Sachs
New York
$9.6M +$1.47M +40,597 +18%
JWA
36
JFS Wealth Advisors
Pennsylvania
$9.29M +$69.3K +1,910 +0.8%
MML Investors Services
37
MML Investors Services
Massachusetts
$9.1M -$1.58M -43,518 -15%
DWM
38
Destination Wealth Management
California
$8.96M +$269K +7,412 +3%
CAC
39
Certified Advisory Corp
Florida
$8.91M +$380K +10,475 +4%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.55M +$1.16M +31,916 +16%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$8.53M -$269K -7,412 -3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$8.47M +$729K +20,070 +9%
SEIA
43
Signature Estate & Investment Advisors
California
$8.39M +$76.3K +2,101 +0.9%
BFG
44
Beacon Financial Group
Texas
$8.34M +$48.2K +1,334 +0.6%
CI
45
CX Institutional
Indiana
$8.22M -$381K -10,479 -4%
FHB
46
First Hawaiian Bank
Hawaii
$8.17M +$784K +21,595 +11%
Stifel Financial
47
Stifel Financial
Missouri
$8.06M +$1.12M +30,905 +16%
MCM
48
MAI Capital Management
Ohio
$6.51M +$754K +20,767 +13%
FCI
49
Financial Counselors Inc
Kansas
$6.02M +$643K +17,703 +12%
SB
50
Simmons Bank
Arkansas
$5.94M +$102K +2,800 +2%