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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$51K
Name Market Value Shares Shares
Change
Shares
Change %
SIA
26
Soltis Investment Advisors
Utah
$11.6M 297,466 +265,491 +830%
MCM
27
MAI Capital Management
Ohio
$11.4M 291,496 +24,825 +9%
CAN
28
Cetera Advisor Networks
California
$10.9M 279,469 +31,858 +13%
BFG
29
Beacon Financial Group
Texas
$10.8M 272,618 -5,394 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$10.6M 271,202 +154,784 +133%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$9.7M 248,786 -9,926 -4%
Stifel Financial
32
Stifel Financial
Missouri
$9.61M 246,578 -25,366 -9%
PWS
33
Private Wealth Strategies
Ohio
$9.47M 243,115 -13,041 -5%
CWP
34
Concord Wealth Partners
Virginia
$9.19M 235,748 -16,367 -6%
FHB
35
First Hawaiian Bank
Hawaii
$9.17M 235,144 +3,010 +1%
DWM
36
Destination Wealth Management
California
$9.07M 232,724 -5,681 -2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.9M 228,328 +70,440 +45%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.73M 219,991 +3,540 +2%
MPW
39
Melone Private Wealth
Michigan
$8.61M 217,839 +2,147 +1%
CRC
40
Curi RMB Capital
Illinois
$7.99M 204,888
CI
41
CX Institutional
Indiana
$7.55M 193,740 +6,302 +3%
PAG
42
Private Advisor Group
New Jersey
$6.77M 173,672 +13,648 +9%
CWM
43
Connecticut Wealth Management
Connecticut
$6.57M 168,451 -5,058 -3%
MWM
44
Marion Wealth Management
Pennsylvania
$6.06M 155,434 +14,101 +10%
SEIA
45
Signature Estate & Investment Advisors
California
$5.86M 150,434 -515 -0.3%
APP
46
Avantax Planning Partners
Iowa
$5.85M 149,957 -24,235 -14%
SL
47
Salomon & Ludwin
Virginia
$5.31M 136,086 -1,096 -0.8%
JWA
48
JFS Wealth Advisors
Pennsylvania
$5.04M 129,246 +1,708 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$5.04M 129,224 -1,245 -1%
SCA
50
Snowden Capital Advisors
New York
$4.86M 124,559 +1,374 +1%