DON icon

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 %
CA
51
Cetera Advisors
Colorado
$5.7M +$2.59M +71,542 +83%
FI
52
Financial Insights
Washington
$5.66M +$207K +5,713 +4%
APP
53
Avantax Planning Partners
Iowa
$5.52M +$99.1K +2,729 +2%
AWM
54
AE Wealth Management
Kansas
$5.28M +$3.05M +84,090 +137%
JFA
55
Johanson Financial Advisors
California
$5.12M +$155K +4,259 +3%
SS
56
Simplicity Solutions
Minnesota
$5.06M +$2.98M +81,943 +143%
NFG
57
NewFocus Financial Group
Washington
$4.76M -$83.9K -2,312 -2%
WIC
58
Whitegate Investment Counselors
New Hampshire
$4.62M +$504K +13,869 +12%
GW
59
GW & Wade
Massachusetts
$4.61M -$24.6K -677 -0.5%
BWM
60
Baystate Wealth Management
Massachusetts
$4.47M +$189K +5,198 +4%
PAG
61
Private Advisor Group
New Jersey
$4.46M -$157K -4,318 -3%
UBV
62
United Bank (Virginia)
Virginia
$4.4M +$24.5K +675 +0.6%
S
63
Surevest
California
$4.15M +$37.3K +1,027 +0.9%
EWMCB
64
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4M +$62.1K +1,710 +2%
JFA
65
JNBA Financial Advisors
Minnesota
$3.96M +$1.09M +30,071 +38%
GSWM
66
Golden State Wealth Management
California
$3.91M -$183K -5,052 -4%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.9M
HAS
68
HBW Advisory Services
California
$3.89M +$3.89M +111,254 New
VC
69
Vestor Capital
Illinois
$3.84M +$133K +3,665 +4%
SF
70
Synovus Financial
Georgia
$3.63M +$94.4K +2,600 +3%
WDL
71
Well Done LLC
Michigan
$3.56M -$59.2K -1,630 -2%
CWM
72
Capital Wealth Management
Rhode Island
$3.48M +$1.24K +34 +0%
NB
73
NBT Bank
New York
$3.38M -$1M -27,585 -23%
HighTower Advisors
74
HighTower Advisors
Illinois
$3.37M +$555K +15,312 +20%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$3.36M -$416K -11,466 -11%