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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 %
Northern Trust
126
Northern Trust
Illinois
$687K -$101K -2,945 -13%
FNBT
127
FineMark National Bank & Trust
Florida
$684K
CB
128
Chemical Bank
Michigan
$667K -$15.5K -455 -2%
PG
129
Patten Group
Tennessee
$652K -$5.33K -156 -0.8%
SC
130
SouthState Corp
Florida
$638K -$58.5K -1,714 -8%
IFWM
131
Institute for Wealth Management
Colorado
$636K +$95.9K +2,794 +18%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$628K +$560K +16,416 +822%
TF
133
TIAA FSB
Florida
$621K +$276K +8,075 +80%
BRWA
134
B. Riley Wealth Advisors
Florida
$618K -$249K -7,276 -29%
WIA
135
Wealthstreet Investment Advisors
Texas
$614K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$588K +$94.9K +2,781 +19%
CAL
137
Capital Advisors Ltd
Ohio
$574K -$2.66K -78 -0.5%
CTC
138
Central Trust Company
Missouri
$570K -$5.97K -175 -1%
HFA
139
HC Financial Advisors
California
$567K +$2.77K +81 +0.5%
DWT
140
Dorsey & Whitney Trust
South Dakota
$558K
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$48K +1,407 +10%
William Blair & Company
142
William Blair & Company
Illinois
$530K -$195K -5,726 -27%
RT
143
Reliance Trust
Georgia
$529K -$74.3K -2,177 -12%
AFP
144
Ausdal Financial Partners
Iowa
$527K +$43.3K +1,271 +9%
SAM
145
SignalPoint Asset Management
Missouri
$526K +$23K +675 +5%
SCA
146
Stokes Capital Advisors
South Carolina
$514K -$73.5K -2,151 -13%
VC
147
Vicus Capital
Pennsylvania
$482K +$81.6K +2,391 +20%
SCM
148
Shelton Capital Management
Colorado
$470K +$33.6K +983 +8%
VSWA
149
Vontobel Swiss Wealth Advisors
Switzerland
$469K +$98K +2,872 +26%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$463K -$15.2K -447 -3%