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WisdomTree US MidCap Dividend Fund

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$742K +$48K +1,364 +7%
WIA
152
Wealthstreet Investment Advisors
Texas
$729K +$339K +9,150 +87%
SPC
153
Sigma Planning Corp
Michigan
$692K -$407K -11,199 -37%
TCB
154
Texas Capital Bancshares
Texas
$673K
FAAS
155
First Allied Advisory Services
California
$657K +$103K +2,827 +19%
BRWA
156
B. Riley Wealth Advisors
Florida
$655K -$3.63K -100 -0.6%
TF
157
Trek Financial
Arizona
$654K
MC
158
Moors & Cabot
Massachusetts
$648K +$322K +8,891 +99%
SC
159
SouthState Corp
Florida
$644K
WA
160
Wambolt & Associates
Colorado
$633K -$10.4K -287 -2%
LNC
161
Lincoln National Corp
Pennsylvania
$625K +$11.7K +322 +2%
DWT
162
Dorsey & Whitney Trust
South Dakota
$594K
SFS
163
Sowell Financial Services
Arkansas
$592K +$592K +16,303 New
CASB
164
Cape Ann Savings Bank
Massachusetts
$580K -$641K -17,649 -52%
OC
165
Oppenheimer & Co
New York
$569K +$242K +6,660 +74%
MGIA
166
Moneta Group Investment Advisors
Missouri
$564K -$48.8K -1,345 -8%
PG
167
Patten Group
Tennessee
$563K +$5.44K +150 +1%
HFA
168
HC Financial Advisors
California
$523K +$15.2K +419 +3%
KFGK
169
Keystone Financial Group (Kentucky)
Kentucky
$518K +$218 +6 +0%
PWMAG
170
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$17.2K -473 -3%
ONST
171
Old North State Trust
North Carolina
$476K -$93.2K -2,566 -16%
AA
172
Ancora Advisors
Ohio
$471K
MOS
173
MGO One Seven
Ohio
$461K +$2.25K +62 +0.5%
NEIRG
174
New England Investment & Retirement Group
Massachusetts
$426K -$22.5K -618 -5%
LWS
175
Lucia Wealth Services
California
$421K