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WisdomTree US MidCap Dividend Fund

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
FCI
76
Financial Counselors Inc
Kansas
$3.32M -$184K -4,365 -5%
SF
77
Synovus Financial
Georgia
$3.29M -$256K -6,094 -7%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$3.23M -$1.02M -24,311 -24%
FI
79
Financial Insights
Washington
$3.11M -$126K -2,986 -4%
HW
80
Hancock Whitney
Mississippi
$3.1M -$516K -12,271 -14%
RWA
81
Rooted Wealth Advisors
Illinois
$3.1M +$3.1M +73,886 New
PCMF
82
Private Capital Management (Florida)
Florida
$3.08M +$607K +14,436 +25%
BW
83
BIP Wealth
Georgia
$3.03M -$184K -4,387 -6%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$2.81M -$24.7K -588 -0.9%
TA
85
TFG Advisers
Michigan
$2.73M -$16.3K -388 -0.6%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$2.72M +$298K +7,091 +12%
MG
87
Mather Group
Illinois
$2.65M -$111K -2,637 -4%
VC
88
Vestor Capital
Illinois
$2.63M +$57.4K +1,365 +2%
GWM
89
GSB Wealth Management
Connecticut
$2.61M +$1.05M +25,056 +68%
BPA
90
Beacon Pointe Advisors
California
$2.59M +$78.4K +1,865 +3%
BTI
91
Blue Trust Inc
Georgia
$2.46M +$2.46M +59,910 New
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.45M
SWM
93
Silverlake Wealth Management
Vermont
$2.44M +$3.91K +93 +0.2%
BCP
94
Berkeley Capital Partners
Georgia
$2.37M +$30.2K +719 +1%
PA
95
PSI Advisors
Florida
$2.31M -$468K -11,129 -17%
CFA
96
Cahill Financial Advisors
Minnesota
$2.31M +$162K +3,864 +8%
APCM
97
Alaska Permanent Capital Management
Alaska
$2.29M -$26.7K -634 -1%
NB
98
NBT Bank
New York
$2.29M -$119K -2,830 -5%
GFG
99
Goldstone Financial Group
Illinois
$2.22M +$605K +14,396 +38%
VIA
100
Vident Investment Advisory
Georgia
$2.16M +$2.16M +51,428 New