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WisdomTree US MidCap Dividend Fund

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
MCF Advisors
Kentucky
$154K
WA
177
WFG Advisors
Texas
$137K -$44K -1,353 -24%
AIP
178
Ameritas Investment Partners
Nebraska
$126K +$97 +3 +0.1%
SPIA
179
Steward Partners Investment Advisory
New York
$125K +$125K +3,855 New
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$579 +18 +0.5%
FPFS
181
First Personal Financial Services
North Carolina
$104K -$42.4K -1,302 -29%
YWP
182
YorkBridge Wealth Partners
New York
$93K +$25.8K +795 +38%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$88K +$54K +1,668 +159%
ASN
184
Advisory Services Network
Georgia
$84K +$84K +2,580 New
RCG
185
Ruggie Capital Group
Florida
$66K +$66K +2,025 New
UBS AM
186
UBS AM
Illinois
$48.8K
BBHC
187
Brown Brothers Harriman & Co
New York
$41K +$41K +1,260 New
AIM
188
Advantage Investment Management
Iowa
$34K
KTC
189
Kistler-Tiffany Companies
Pennsylvania
$34K
CTB
190
Country Trust Bank
Illinois
$34K
WEC
191
Winslow Evans & Crocker
Massachusetts
$32.2K
FANJ
192
Financial Architects (New Jersey)
New Jersey
$28K -$95.9K -3,000 -77%
TRCT
193
Tower Research Capital (TRC)
New York
$27K +$27K +819 New
WOC
194
West Oak Capital
California
$19.5K -$12.2K -375 -38%
BC
195
Bartlett & Co
Ohio
$16K -$867 -27 -5%
NSB
196
Norway Savings Bank
Maine
$11K +$11K +342 New
PMFA
197
Plante Moran Financial Advisors
Michigan
$9K +$6.1K +183 +210%
GRP
198
Global Retirement Partners
California
$8K
KF
199
Krilogy Financial
Missouri
$4K
PWM
200
Perigon Wealth Management
California
$3K