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WisdomTree US MidCap Dividend Fund

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
Net Calls
+$483K
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Shares
Change %
WPIC
101
White Pine Investment Company
Michigan
$1.04M +$99.6K +3,445 +11%
SB
102
Simmons Bank
Arkansas
$1.04M -$64.5K -2,230 -6%
AAS
103
Avantax Advisory Services
Texas
$1.03M +$690K +23,750 +200%
IF
104
Intrua Financial
Texas
$1.01M +$128K +3,885 +14%
PA
105
PSI Advisors
Florida
$998K -$272K -9,428 -21%
OWM
106
Opes Wealth Management
California
$984K +$17.2K +593 +2%
GSWM
107
Golden State Wealth Management
California
$971K -$918K -31,786 -49%
TNB
108
TCF National Bank
South Dakota
$962K +$162K +5,605 +20%
WB
109
West Bancorporation
Iowa
$951K -$52.1K -1,803 -5%
BRWA
110
B. Riley Wealth Advisors
Florida
$948K +$236K +8,223 +33%
CF
111
Centaurus Financial
California
$942K +$79.1K +2,734 +9%
ICM
112
IMS Capital Management
Oregon
$940K -$4.86K -168 -0.5%
BEI
113
Benjamin Edwards Inc
Missouri
$929K -$25.3K -874 -3%
CBN
114
Cadence Bank NA
Texas
$926K -$450K -15,552 -33%
PSF
115
Pacific Sun Financial
California
$902K -$81.6K -2,820 -8%
GFS
116
GYL Financial Synergies
Connecticut
$898K -$62.4K -2,157 -6%
Citadel Advisors
117
Citadel Advisors
Florida
$889K +$543K +18,786 +157%
SPIA
118
Steward Partners Investment Advisory
New York
$881K -$16.7K -579 -2%
IRC
119
Investors Research Corp
Georgia
$855K -$37.6K -1,300 -4%
IWA
120
Intercontinental Wealth Advisors
Texas
$855K
CCA
121
Clearwater Capital Advisors
Illinois
$846K -$27.2K -940 -3%
WT
122
Whittier Trust
California
$846K
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$843K -$69.3K -2,395 -8%
IA
124
IFP Advisors
Florida
$827K +$175K +6,065 +27%
NWP
125
Northstar Wealth Partners
Connecticut
$791K