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WisdomTree US MidCap Dividend Fund

306 hedge funds and large institutions have $1.79B invested in WisdomTree US MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+14
Holders Change %
+4.79%
% of All Funds
6.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
123
Reduced
87
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
151
Moneta Group Investment Advisors
Missouri
$662K +$9.13K +255 +1%
WA
152
Wambolt & Associates
Colorado
$658K +$39.4K +1,087 +6%
SC
153
SouthState Corp
Florida
$635K
SS
154
Sunbelt Securities
Texas
$622K -$15.6K -435 -2%
SAM
155
SignalPoint Asset Management
Missouri
$618K -$15.8K -443 -2%
LNC
156
Lincoln National Corp
Pennsylvania
$598K +$21.2K +591 +4%
DWT
157
Dorsey & Whitney Trust
South Dakota
$585K
TF
158
Trek Financial
Arizona
$565K +$312K +8,701 +123%
ONST
159
Old North State Trust
North Carolina
$560K -$496K -13,888 -47%
LA
160
LexAurum Advisors
Kansas
$557K +$557K +15,562 New
PG
161
Patten Group
Tennessee
$547K -$26.9K -753 -5%
AAS
162
Avantax Advisory Services
Texas
$538K +$80.7K +2,257 +18%
RA
163
RFG Advisory
Alabama
$536K -$24.7K -691 -4%
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$517K +$73.3K +2,048 +17%
HFA
165
HC Financial Advisors
California
$510K -$55.8K -1,558 -10%
NFG
166
Next Financial Group
Texas
$500K -$2.22M -62,026 -82%
NFH
167
NEXT Financial Holdings
Texas
$500K +$500K +13,980 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$487K +$72 +2 +0%
Citigroup
169
Citigroup
New York
$477K +$20.2K +564 +4%
Citadel Advisors
170
Citadel Advisors
Florida
$475K +$475K +13,263 New
NEIRG
171
New England Investment & Retirement Group
Massachusetts
$471K -$3.58K -100 -0.8%
MOS
172
MGO One Seven
Ohio
$469K -$3.4K -95 -0.7%
AA
173
Ancora Advisors
Ohio
$465K
TF
174
TIAA FSB
Florida
$464K -$91K -2,543 -16%
PWMAG
175
Pinnacle Wealth Management Advisory Group
New Jersey
$453K +$133K +3,720 +42%