DON icon

WisdomTree US MidCap Dividend Fund

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
101
Invesco
Georgia
$1.2M -$69.2K -2,028 -5%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.19M +$398K +11,672 +51%
SFG
103
StrategIQ Financial Group
Indiana
$1.17M -$321K -9,410 -22%
WT
104
Whittier Trust
California
$1.17M +$1.17M +34,183 New
SCA
105
Snowden Capital Advisors
New York
$1.16M +$13.9K +407 +1%
CWM
106
Cornerstone Wealth Management
Missouri
$1.14M -$15.9K -476 -1%
MIAN
107
Mariner Independent Advisor Network
Kansas
$1.13M +$36.3K +1,063 +3%
SWP
108
Stratos Wealth Partners
Ohio
$1.1M +$576K +16,885 +110%
DADC
109
D.A. Davidson & Co
Montana
$1.01M +$539K +15,805 +114%
LNC
110
Lincoln National Corp
Pennsylvania
$989K +$70.2K +2,060 +8%
TNBTD
111
Trustmark National Bank Trust Department
Mississippi
$979K -$27.3K -800 -3%
NFG
112
Nations Financial Group
Iowa
$979K
JFA
113
JNBA Financial Advisors
Minnesota
$917K +$16.9K +496 +2%
CF
114
Centaurus Financial
California
$890K +$92.1K +2,699 +12%
PA
115
Pinnacle Associates
New York
$868K +$54K +1,582 +7%
WB
116
WesBanco Bank
West Virginia
$840K +$115K +3,365 +16%
AF
117
Advisornet Financial
Minnesota
$811K -$54.8K -1,606 -6%
NA
118
NewEdge Advisors
Louisiana
$784K +$60.9K +1,823 +8%
ICM
119
IMS Capital Management
Oregon
$779K
APA
120
American Portfolios Advisors
New York
$747K -$17.4K -510 -2%
PSF
121
Pacific Sun Financial
California
$746K +$746K +21,858 New
CFD
122
Creative Financial Designs
Indiana
$730K +$21K +616 +3%
BIA
123
Biondo Investment Advisors
Pennsylvania
$711K -$24K -705 -3%
VFA
124
Voya Financial Advisors
Connecticut
$705K -$25.3K -750 -3%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$690K +$52.2K +1,530 +8%