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WisdomTree US MidCap Dividend Fund

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$549K +$40.5K +1,215 +8%
WB
127
WesBanco Bank
West Virginia
$545K +$35.7K +1,071 +7%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$538K +$262K +7,857 +95%
SWP
129
Stratos Wealth Partners
Ohio
$529K +$117K +3,513 +28%
VDI
130
Vaughan David Investments
Illinois
$506K -$25K -750 -5%
VCM
131
Vivaldi Capital Management
Illinois
$498K +$72.9K +2,187 +17%
CB
132
Chemical Bank
Michigan
$491K +$15K +450 +3%
SAM
133
SignalPoint Asset Management
Missouri
$489K -$810K -24,345 -62%
AFP
134
Ausdal Financial Partners
Iowa
$488K -$6.2K -186 -1%
DADC
135
D.A. Davidson & Co
Montana
$465K +$35.8K +1,077 +8%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$453K +$100 +3 +0%
SPC
137
Sigma Planning Corp
Michigan
$450K +$22.6K +678 +5%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$445K +$234K +7,041 +111%
AA
139
Ancora Advisors
Ohio
$437K -$20K -600 -4%
OC
140
Oppenheimer & Co
New York
$428K +$107K +3,213 +33%
TRCT
141
Tower Research Capital (TRC)
New York
$425K -$1.61M -48,294 -79%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$416K +$43K +1,290 +12%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$410K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$410K +$3.19K +96 +0.8%
DWT
145
Dorsey & Whitney Trust
South Dakota
$408K -$469K -14,100 -54%
LFAS
146
Level Four Advisory Services
Texas
$406K
BHB
147
Bank Hapoalim BM
Israel
$404K -$53.9K -1,620 -12%
NEIRG
148
New England Investment & Retirement Group
Massachusetts
$403K -$82.4K -2,472 -17%
BC
149
Barnett & Company
Tennessee
$398K
SCM
150
Shelton Capital Management
Colorado
$397K -$44.1K -1,323 -10%