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WisdomTree US MidCap Dividend Fund

218 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
5.44%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
21
Increased
103
Reduced
57
Closed
11
Calls
$440K
Puts
Net Calls
+$440K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
176
BDO Wealth Advisors
Florida
$210K +$210K +6,444 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$206K +$118K +3,609 +133%
CFA
178
Carroll Financial Associates
North Carolina
$190K
HA
179
Harfst & Associates
Wyoming
$170K
MA
180
MCF Advisors
Kentucky
$155K
FFW
181
Fusion Family Wealth
New York
$154K -$50.6K -1,548 -25%
WA
182
WFG Advisors
Texas
$132K -$5.39K -165 -4%
AIP
183
Ameritas Investment Partners
Nebraska
$126K
SPIA
184
Steward Partners Investment Advisory
New York
$124K -$973 -30 -0.8%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$122K -$2.72K -84 -2%
FPFS
186
First Personal Financial Services
North Carolina
$104K
BlackRock
187
BlackRock
New York
$98K +$97.9K +3,000 +100,000%
RCG
188
Ruggie Capital Group
Florida
$97K +$31.2K +960 +47%
IP
189
Intellectus Partners
California
$96K +$96K +2,946 New
YWP
190
YorkBridge Wealth Partners
New York
$94K
NA
191
NewEdge Advisors
Louisiana
$86.2K +$86.2K +2,664 New
ASN
192
Advisory Services Network
Georgia
$84K
VWA
193
V Wealth Advisors
Kansas
$63K +$63K +1,920 New
UBS AM
194
UBS AM
Illinois
$48.9K
ADL
195
Asset Dedication LLC
California
$48K +$48K +1,473 New
BBHC
196
Brown Brothers Harriman & Co
New York
$41K
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$34K
AIM
198
Advantage Investment Management
Iowa
$34K
CTB
199
Country Trust Bank
Illinois
$34K
WEC
200
Winslow Evans & Crocker
Massachusetts
$32.3K