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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.

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 %
BFG
26
Beacon Financial Group
Texas
$12.5M -$64K -1,438 -0.5%
TCWA
27
Ten Capital Wealth Advisors
Washington
$12M +$712K +16,060 +6%
PWS
28
Private Wealth Strategies
Ohio
$11.9M +$409K +9,227 +4%
Stifel Financial
29
Stifel Financial
Missouri
$11.8M -$1.32M -29,722 -10%
CAN
30
Cetera Advisor Networks
California
$11.7M -$9.98M -225,017 -46%
CWP
31
Concord Wealth Partners
Virginia
$11.6M +$5.32M +119,942 +84%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$11.4M +$353K +7,952 +3%
MCM
33
MAI Capital Management
Ohio
$11.1M +$456K +10,289 +4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11M +$10M +225,893 +1,039%
DWM
35
Destination Wealth Management
California
$10.5M -$28.7K -648 -0.3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$6.8M +157,383 +192%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$10.2M -$450K -10,142 -4%
FHB
38
First Hawaiian Bank
Hawaii
$10.1M -$71.1K -1,602 -0.7%
MPW
39
Melone Private Wealth
Michigan
$9.27M +$9.27M +208,922 New
CRC
40
Curi RMB Capital
Illinois
$8.44M +$506K +11,407 +6%
JFS
41
JD Financial Services
Pennsylvania
$8.09M +$827K +18,644 +11%
CI
42
CX Institutional
Indiana
$7.98M +$178K +4,017 +2%
CWM
43
Connecticut Wealth Management
Connecticut
$7.78M -$520K -11,714 -6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$7.29M -$792K -17,858 -10%
APP
45
Avantax Planning Partners
Iowa
$6.99M -$90.3K -2,036 -1%
SEIA
46
Signature Estate & Investment Advisors
California
$6.44M -$88.4K -1,993 -1%
MWM
47
Marion Wealth Management
Pennsylvania
$6.26M +$6.26M +141,209 New
AR
48
Apeiron RIA
Texas
$6.22M +$6.22M +140,184 New
SL
49
Salomon & Ludwin
Virginia
$6.13M -$49.7K -1,121 -0.8%
JWA
50
JFS Wealth Advisors
Pennsylvania
$6.06M -$137K -3,080 -2%