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WisdomTree US MidCap Dividend Fund

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
76
Golden State Wealth Management
California
$1.85M +$1.78M +62,644 +2,282%
HCP
77
Holt Capital Partners
Texas
$1.79M -$396K -13,960 -18%
CPIG
78
Chicago Partners Investment Group
Illinois
$1.79M -$109K -3,700 -6%
GW
79
GW & Wade
Massachusetts
$1.75M -$936K -33,028 -35%
HighTower Advisors
80
HighTower Advisors
Illinois
$1.74M -$512K -18,023 -23%
PA
81
Pinnacle Associates
New York
$1.69M +$414K +14,619 +33%
Truist Financial
82
Truist Financial
North Carolina
$1.66M -$1.16M -41,056 -41%
WDL
83
Well Done LLC
Michigan
$1.66M -$890K -31,384 -35%
CWM
84
Cornerstone Wealth Management
Missouri
$1.51M -$298K -10,533 -17%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.48M -$159K -5,610 -10%
PWMAG
86
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M +$608K +21,435 +71%
AT
87
Arden Trust
Delaware
$1.42M -$152K -5,373 -10%
SIA
88
Starfire Investment Advisers
Michigan
$1.38M -$19K -672 -1%
CBN
89
Cadence Bank NA
Texas
$1.35M -$42.3K -1,494 -3%
XF
90
XML Financial
Maryland
$1.34M +$265K +9,340 +25%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$1.3M -$280K -9,894 -18%
Mariner
92
Mariner
Kansas
$1.27M -$564K -19,908 -31%
PA
93
PSI Advisors
Florida
$1.25M -$1.05M -37,095 -46%
EWA
94
EP Wealth Advisors
California
$1.24M -$1.06M -43,886 Closed
PCS
95
Personal CFO Solutions
New Jersey
$1.21M +$109K +3,838 +10%
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.2M -$54.7K -1,940 -4%
CANC
97
Culbertson A N & Co
Virginia
$1.18M +$12.1K +426 +1%
AF
98
Advisornet Financial
Minnesota
$1.17M -$125K -4,397 -10%
CAL
99
Capital Advisors Ltd
Ohio
$1.13M -$794K -28,014 -41%
FWP
100
FAS Wealth Partners
Kansas
$1.12M +$1.12M +39,618 New