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WisdomTree US MidCap Dividend Fund

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
Net Calls
+$1.39M
Net Calls Change
+$342K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
151
American Portfolios Advisors
New York
$701K -$56.2K -1,391 -7%
SC
152
SouthState Corp
Florida
$670K -$16.2K -400 -2%
CFG
153
Citizens Financial Group
Rhode Island
$657K
OC
154
Oppenheimer & Co
New York
$622K +$9.82K +243 +2%
MSA
155
Marino Stram & Associates
Massachusetts
$605K +$156K +3,859 +35%
KFI
156
Key Financial Inc
Pennsylvania
$558K
WWM
157
Western Wealth Management
Colorado
$547K -$108K -2,671 -16%
SPC
158
Sigma Planning Corp
Michigan
$546K -$82.7K -2,045 -13%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$544K
SFG
160
Sowa Financial Group
Rhode Island
$542K -$109K -2,702 -17%
WA
161
Wambolt & Associates
Colorado
$533K -$79.6K -1,944 -13%
HFA
162
HC Financial Advisors
California
$517K -$47.3K -1,171 -8%
RA
163
RFG Advisory
Alabama
$515K -$46.5K -1,151 -8%
FNBT
164
FineMark National Bank & Trust
Florida
$513K
VFA
165
Voya Financial Advisors
Connecticut
$511K +$20.9K +515 +4%
FTUS
166
Flow Traders U.S.
New York
$505K -$2.19M -54,139 -81%
ONB
167
Old National Bancorp
Indiana
$487K
TRCT
168
Tower Research Capital (TRC)
New York
$483K -$2.6M -64,411 -84%
TF
169
TIAA FSB
Florida
$474K +$5.21K +129 +1%
GWM
170
Geneos Wealth Management
Colorado
$472K -$81.3K -1,933 -15%
CA
171
Calton & Associates
Florida
$464K -$768 -19 -0.2%
IAN
172
Integrated Advisors Network
Texas
$456K +$99.2K +2,452 +28%
RAM
173
Redmond Asset Management
Virginia
$452K -$1.62K -40 -0.4%
BI
174
Berkeley Inc
Idaho
$448K +$2.06K +51 +0.5%
HI
175
Harbour Investments
Wisconsin
$448K +$448K +11,074 New