DON icon

WisdomTree US MidCap Dividend Fund

218 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
5.44%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
21
Increased
103
Reduced
57
Closed
11
Calls
$440K
Puts
Net Calls
+$440K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$543K +$62.8K +1,950 +13%
PA
127
Pinnacle Associates
New York
$538K +$271K +8,307 +101%
DG
128
Davidson & Garrard
Virginia
$536K +$108K +3,300 +25%
VDI
129
Vaughan David Investments
Illinois
$520K -$19.6K -600 -4%
CFD
130
Creative Financial Designs
Indiana
$517K +$4.3K +132 +0.8%
WB
131
WesBanco Bank
West Virginia
$498K +$69.4K +2,130 +16%
FIM
132
Freedom Investment Management
Connecticut
$497K -$138K -4,248 -22%
CAL
133
Capital Advisors Ltd
Ohio
$490K +$70.6K +2,166 +17%
LI
134
LVZ Inc
Michigan
$487K -$17.1K -525 -3%
AFP
135
Ausdal Financial Partners
Iowa
$483K +$20.6K +633 +4%
NEIRG
136
New England Investment & Retirement Group
Massachusetts
$474K -$32.7K -1,005 -6%
CB
137
Chemical Bank
Michigan
$465K +$465K +14,280 New
BHB
138
Bank Hapoalim BM
Israel
$448K +$18.1K +555 +4%
AA
139
Ancora Advisors
Ohio
$447K -$4.89K -150 -1%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$442K
SCM
141
Shelton Capital Management
Colorado
$431K +$220K +6,750 +104%
DADC
142
D.A. Davidson & Co
Montana
$420K +$89.3K +2,745 +27%
SPC
143
Sigma Planning Corp
Michigan
$418K +$28K +861 +7%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$403K -$32.6K -999 -7%
SWP
145
Stratos Wealth Partners
Ohio
$403K +$137K +4,203 +52%
FA
146
FCG Advisors
New Jersey
$400K +$400K +12,270 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$399K -$39.3K -1,206 -9%
LFAS
148
Level Four Advisory Services
Texas
$392K
BC
149
Barnett & Company
Tennessee
$390K
MHS
150
M Holdings Securities
Oregon
$376K -$92.6K -2,844 -20%