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WisdomTree US MidCap Dividend Fund

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$501K +$64.9K +2,292 +15%
FIM
152
Freedom Investment Management
Connecticut
$495K +$81.9K +2,889 +20%
PTP
153
Platform Technology Partners
New York
$489K +$226K +7,978 +86%
WA
154
Wambolt & Associates
Colorado
$480K -$1.99K -70 -0.4%
TI
155
Trexquant Investment
Connecticut
$476K -$645K -22,778 -58%
SBL
156
Sargent Bickham Lagudis
Colorado
$473K -$662K -23,327 -58%
DWT
157
Dorsey & Whitney Trust
South Dakota
$464K
SS
158
Sunbelt Securities
Texas
$456K -$7.94K -280 -2%
CASB
159
Cape Ann Savings Bank
Massachusetts
$451K +$451K +15,920 New
ONB
160
Old National Bancorp
Indiana
$449K -$228K -8,048 -34%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$447K -$109K -3,834 -20%
WWM
162
Western Wealth Management
Colorado
$440K +$75.8K +2,666 +21%
SPC
163
Sigma Planning Corp
Michigan
$433K -$68.4K -2,411 -14%
WIC
164
Whitegate Investment Counselors
New Hampshire
$430K -$3.32M -117,290 -89%
TRCT
165
Tower Research Capital (TRC)
New York
$425K -$835K -29,462 -66%
MSA
166
Marino Stram & Associates
Massachusetts
$419K -$37.9K -1,337 -8%
KFI
167
Key Financial Inc
Pennsylvania
$413K
RA
168
RFG Advisory
Alabama
$411K -$28 -1 -0%
SFG
169
Sowa Financial Group
Rhode Island
$403K +$59.6K +2,105 +17%
IWC
170
Integrated Wealth Concepts
Massachusetts
$398K +$84.2K +2,975 +27%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$392K -$109K -3,864 -22%
1IA
172
1834 Investment Advisors
Wisconsin
$391K +$39.4K +1,390 +11%
AA
173
Ancora Advisors
Ohio
$378K +$14.2K +500 +4%
FHC
174
First Heartland Consultants
Missouri
$375K +$3.8K +134 +1%
OIA
175
OneDigital Investment Advisors
Kansas
$356K +$356K +12,564 New