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WisdomTree US MidCap Dividend Fund

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
151
PCG Wealth Advisors
Kansas
$976K +$976K +22,521 New
SFG
152
StrategIQ Financial Group
Indiana
$971K
SWM
153
Spire Wealth Management
Virginia
$952K +$567K +12,789 +147%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$872K -$14.2K -321 -2%
RJT
155
Raymond James Trust
Florida
$863K +$25.1K +567 +3%
CCA
156
Clearwater Capital Advisors
Illinois
$856K -$39.8K -897 -4%
SWP
157
Stratos Wealth Partners
Ohio
$837K +$8.07K +182 +1%
FAIM
158
Financial Advocates Investment Management
Washington
$831K +$355 +8 +0%
PT
159
Plimoth Trust
Massachusetts
$818K +$9.77K +220 +1%
FFA
160
Founders Financial Alliance
North Carolina
$817K +$222 +5 +0%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$795K +$370K +8,326 +87%
HT
162
Heritage Trust
Oklahoma
$788K
SS
163
Sunbelt Securities
Texas
$778K -$125K -2,847 -14%
PTP
164
Platform Technology Partners
New York
$765K
DWT
165
Dorsey & Whitney Trust
South Dakota
$726K +$371K +8,355 +104%
NFG
166
Next Financial Group
Texas
$722K +$80.3K +1,811 +13%
MSA
167
Marino Stram & Associates
Massachusetts
$720K -$40.2K -906 -5%
SC
168
SouthState Corp
Florida
$717K -$18.2K -410 -2%
CASB
169
Cape Ann Savings Bank
Massachusetts
$704K -$50.8K -1,145 -7%
RFA
170
Resurgent Financial Advisors
Georgia
$693K +$693K +15,620 New
T
171
TNF
Montana
$680K -$5.44K -120 -0.8%
OC
172
Oppenheimer & Co
New York
$658K -$4.48K -101 -0.7%
CFG
173
Citizens Financial Group
Rhode Island
$641K -$80K -1,804 -11%
APA
174
American Portfolios Advisors
New York
$640K -$55.2K -1,245 -8%
AAS
175
Avantax Advisory Services
Texas
$625K -$33.9K -764 -5%