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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
151
Traphagen Investment Advisors
New Jersey
$1.03M -$69.4K -1,780 -6%
GFS
152
GYL Financial Synergies
Connecticut
$1.01M
GDP
153
Great Diamond Partners
Maine
$1.01M +$17.9K +460 +2%
VC
154
Vicus Capital
Pennsylvania
$997K +$62.4K +1,601 +7%
KWM
155
Kaydan Wealth Management
Michigan
$972K +$4.87K +125 +0.5%
BIA
156
Biondo Investment Advisors
Pennsylvania
$915K -$53.3K -1,366 -6%
IA
157
IFG Advisory
Georgia
$907K +$587K +15,061 +183%
WP
158
WealthShield Partners
North Carolina
$906K +$11.2K +287 +1%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$854K -$161K -4,122 -16%
SC
160
SouthState Corp
Florida
$852K +$195K +5,000 +30%
SFG
161
StrategIQ Financial Group
Indiana
$849K
JWBC
162
John W. Brooker & Co
California
$848K +$195 +5 +0%
OWA
163
Octavia Wealth Advisors
Ohio
$791K -$104K -2,661 -12%
RJT
164
Raymond James Trust
Florida
$791K
OIA
165
OneDigital Investment Advisors
Kansas
$786K +$191K +4,891 +32%
LSAG
166
Lake Street Advisors Group
New Hampshire
$760K +$760K +19,500 New
FFN
167
Focus Financial Network
Minnesota
$758K -$28.3K -727 -4%
FLPIM
168
F.L. Putnam Investment Management
Massachusetts
$750K -$5.69K -146 -0.8%
5L
169
55I LLC
Massachusetts
$749K +$393K +10,093 +111%
PT
170
Plimoth Trust
Massachusetts
$726K +$585 +15 +0.1%
BA
171
Bristlecone Advisors
Washington
$724K +$430K +11,037 +146%
WEG
172
World Equity Group
Illinois
$717K +$717K +18,385 New
HIA
173
Harbor Investment Advisory
Maryland
$707K +$203K +5,200 +40%
RFA
174
Resurgent Financial Advisors
Georgia
$704K +$25.2K +646 +4%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$702K -$3.78M -95,496 -84%