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WisdomTree US MidCap Dividend Fund

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
MCF Advisors
Kentucky
$158K
FFW
177
Fusion Family Wealth
New York
$145K -$11.9K -357 -8%
AIP
178
Ameritas Investment Partners
Nebraska
$129K
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$803 +24 +0.6%
FPFS
180
First Personal Financial Services
North Carolina
$106K
ASN
181
Advisory Services Network
Georgia
$105K +$19.4K +585 +23%
MA
182
MUFG Americas
New York
$100K +$100K +3,000 New
ADL
183
Asset Dedication LLC
California
$99K +$50.1K +1,512 +103%
IP
184
Intellectus Partners
California
$98K
YWP
185
YorkBridge Wealth Partners
New York
$95K
SEI Investments
186
SEI Investments
Pennsylvania
$85K +$82K +2,454 +2,727%
RCG
187
Ruggie Capital Group
Florida
$67K -$31.8K -960 -32%
SPIA
188
Steward Partners Investment Advisory
New York
$61K -$64.4K -1,965 -51%
UBS AM
189
UBS AM
Illinois
$50K
BBHC
190
Brown Brothers Harriman & Co
New York
$42K
JCM
191
Jacobi Capital Management
Pennsylvania
$38K +$38K +1,149 New
KTC
192
Kistler-Tiffany Companies
Pennsylvania
$35K
AIM
193
Advantage Investment Management
Iowa
$35K
CTB
194
Country Trust Bank
Illinois
$34K
MCIA
195
Mountain Capital Investment Advisors
Colorado
$24K -$2.53K -75 -10%
FANJ
196
Financial Architects (New Jersey)
New Jersey
$23K -$5.7K -174 -20%
WOC
197
West Oak Capital
California
$20K
GEA
198
Glen Eagle Advisors
New Jersey
$20K +$20K +600 New
BC
199
Bartlett & Co
Ohio
$13K
PMFA
200
Plante Moran Financial Advisors
Michigan
$13K +$102 +3 +0.8%