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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Market Value Shares Shares
Change
Shares
Change %
IWP
51
Invenio Wealth Partners
Florida
$6.35M 155,109 +4,853 +3%
SEIA
52
Signature Estate & Investment Advisors
California
$5.81M 141,872 +3,900 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$5.73M 139,895 +460 +0.3%
AR
54
Apeiron RIA
Texas
$5.68M 138,576 -2,610 -2%
MWM
55
Modera Wealth Management
New Jersey
$5.63M 137,403 -1,853 -1%
SL
56
Salomon & Ludwin
Virginia
$5.3M 129,273 -1,055 -0.8%
Mariner
57
Mariner
Kansas
$5.09M 124,145 -978 -0.8%
CWM
58
Cornerstone Wealth Management
Missouri
$4.96M 121,137 +3,607 +3%
WPIC
59
White Pine Investment Company
Michigan
$4.91M 119,821 +2,316 +2%
FWP
60
FAS Wealth Partners
Kansas
$4.84M 118,151 -329 -0.3%
JWA
61
JFS Wealth Advisors
Pennsylvania
$4.68M 114,321 -4,547 -4%
MSFS
62
Main Street Financial Solutions
Pennsylvania
$4.54M 110,818 -488 -0.4%
DADC
63
D.A. Davidson & Co
Montana
$4.52M 110,446 -2,160 -2%
CAMV
64
Concord Asset Management (Virginia)
Virginia
$4.35M 106,277 +6,431 +6%
TFG
65
Team Financial Group
California
$4.3M 104,962 +104,962 New
IWA
66
Inspirion Wealth Advisors
Illinois
$4.13M 100,883 -3,205 -3%
LRWA
67
Long Run Wealth Advisors
New York
$3.89M 95,045 +3,977 +4%
SYBT
68
Stock Yards Bank & Trust
Kentucky
$3.79M 92,566 +3,135 +4%
CFGS
69
Concourse Financial Group Securities
Alabama
$3.71M 90,655 +1,904 +2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$3.42M 83,508 +318 +0.4%
IA
71
IFG Advisory
Georgia
$3.39M 82,881 +495 +0.6%
FCI
72
Financial Counselors Inc
Kansas
$3.32M 81,145 +2,130 +3%
HW
73
Hancock Whitney
Mississippi
$3.29M 80,393 +6,588 +9%
SF
74
Synovus Financial
Georgia
$3.23M 78,880 +526 +0.7%
DWMG
75
DB Wealth Management Group
California
$3.21M 78,444 -16,256 -17%