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WisdomTree US MidCap Dividend Fund

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$5.44M +$83.9K +2,301 +2%
FCI
52
Financial Counselors Inc
Kansas
$5.36M +$407K +11,241 +8%
FI
53
Financial Insights
Washington
$5.23M +$140K +4,033 +3%
JFA
54
Johanson Financial Advisors
California
$4.95M +$124K +3,439 +3%
NFG
55
NewFocus Financial Group
Washington
$4.83M
GW
56
GW & Wade
Massachusetts
$4.62M +$133K +3,685 +3%
PAG
57
Private Advisor Group
New Jersey
$4.6M +$39.6K +1,095 +0.9%
TA
58
TMD & Associates
Arizona
$4.48M +$9.92K +274 +0.2%
NB
59
NBT Bank
New York
$4.37M -$751K -20,738 -15%
UBV
60
United Bank (Virginia)
Virginia
$4.36M +$1.55M +42,757 +55%
BWM
61
Baystate Wealth Management
Massachusetts
$4.28M +$81K +2,231 +2%
WIC
62
Whitegate Investment Counselors
New Hampshire
$4.11M +$490K +13,548 +14%
S
63
Surevest
California
$4.1M +$775K +21,417 +23%
GSWM
64
Golden State Wealth Management
California
$4.08M +$418K +11,548 +11%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$4.06M -$327K -9,033 -7%
EWMCB
66
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.92M +$19.4K +535 +0.5%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.89M -$198K -5,480 -5%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$3.76M -$426K -11,767 -10%
VC
69
Vestor Capital
Illinois
$3.69M +$199K +5,492 +6%
WDL
70
Well Done LLC
Michigan
$3.61M +$37.1K +1,025 +1%
SF
71
Synovus Financial
Georgia
$3.53M -$2.14K -59 -0.1%
CWM
72
Capital Wealth Management
Rhode Island
$3.46M -$72.8K -2,011 -2%
CA
73
Cetera Advisors
Colorado
$3.1M +$3.1M +85,879 New
NFG
74
Next Financial Group
Texas
$2.97M +$2.46M +67,985 +486%
HCP
75
Holt Capital Partners
Texas
$2.95M