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WisdomTree US MidCap Dividend Fund

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCB
151
Texas Capital Bancshares
Texas
$671K
BRWA
152
B. Riley Wealth Advisors
Florida
$657K -$47K -1,297 -7%
TF
153
Trek Financial
Arizona
$654K +$83K +2,294 +15%
SC
154
SouthState Corp
Florida
$642K
WA
155
Wambolt & Associates
Colorado
$641K -$15.5K -427 -2%
SS
156
Sunbelt Securities
Texas
$629K
MGIA
157
Moneta Group Investment Advisors
Missouri
$611K -$58.6K -1,619 -9%
LNC
158
Lincoln National Corp
Pennsylvania
$611K +$7.09K +196 +1%
DWT
159
Dorsey & Whitney Trust
South Dakota
$592K
ONST
160
Old North State Trust
North Carolina
$567K
AAS
161
Avantax Advisory Services
Texas
$564K +$19K +525 +3%
PG
162
Patten Group
Tennessee
$556K +$2.53K +70 +0.5%
FAAS
163
First Allied Advisory Services
California
$553K +$314K +8,669 +131%
PWMAG
164
Pinnacle Wealth Management Advisory Group
New Jersey
$528K +$69.7K +1,926 +15%
RA
165
RFG Advisory
Alabama
$525K -$18.8K -519 -3%
KFGK
166
Keystone Financial Group (Kentucky)
Kentucky
$516K -$6.37K -176 -1%
HFA
167
HC Financial Advisors
California
$506K -$9.08K -251 -2%
Citigroup
168
Citigroup
New York
$490K +$7.68K +212 +2%
AA
169
Ancora Advisors
Ohio
$470K
MOS
170
MGO One Seven
Ohio
$457K -$17.5K -483 -4%
NEIRG
171
New England Investment & Retirement Group
Massachusetts
$447K -$29.6K -817 -6%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$426K +$35.7K +986 +9%
SAM
173
SignalPoint Asset Management
Missouri
$420K -$204K -5,657 -33%
LWS
174
Lucia Wealth Services
California
$420K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$411K -$80.4K -2,224 -16%