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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 %
CWM
101
Cornerstone Wealth Management
Missouri
$1.96M +$73.1K +2,012 +4%
PT
102
Plimoth Trust
Massachusetts
$1.93M -$250K -6,873 -11%
NFG
103
Next Financial Group
Texas
$1.92M -$1.06M -29,107 -36%
RW
104
RVW Wealth
California
$1.87M +$1.87M +51,483 New
SBL
105
Sargent Bickham Lagudis
Colorado
$1.81M +$289K +7,955 +19%
CBN
106
Cadence Bank NA
Texas
$1.79M +$120K +3,306 +7%
GWA
107
Guidant Wealth Advisors
Illinois
$1.78M -$1.31K -36 -0.1%
NA
108
NewEdge Advisors
Louisiana
$1.74M -$53.6K -1,476 -3%
FAIM
109
Financial Advocates Investment Management
Washington
$1.73M +$58.9K +1,621 +4%
FLPIM
110
F.L. Putnam Investment Management
Massachusetts
$1.61M +$1.61M +44,218 New
SCA
111
Snowden Capital Advisors
New York
$1.56M +$21.3K +587 +1%
MIAN
112
Mariner Independent Advisor Network
Kansas
$1.56M +$3.18K +89 +0.2%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$1.5M +$4.54K +125 +0.3%
CANC
114
Culbertson A N & Co
Virginia
$1.48M -$14.9K -410 -1%
GWM
115
Geneos Wealth Management
Colorado
$1.44M +$690K +19,083 +92%
AF
116
Advisornet Financial
Minnesota
$1.43M -$46.2K -1,272 -3%
AIM
117
Aspen Investment Management
Michigan
$1.42M -$13.8K -380 -1%
DAS
118
Dynamic Advisor Solutions
Arizona
$1.39M +$341K +9,396 +32%
NWS
119
Newport Wealth Strategies
California
$1.39M -$20.7K -570 -1%
HT
120
Heritage Trust
Oklahoma
$1.34M -$17.8K -489 -1%
WB
121
WesBanco Bank
West Virginia
$1.32M -$103K -2,848 -7%
MA
122
MONECO Advisors
Connecticut
$1.31M +$2.18K +60 +0.2%
GFS
123
GYL Financial Synergies
Connecticut
$1.27M +$157K +4,329 +14%
PA
124
Pinnacle Associates
New York
$1.26M +$35.5K +978 +3%
OWM
125
Opes Wealth Management
California
$1.25M +$19.8K +546 +2%