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WisdomTree US MidCap Dividend Fund

306 hedge funds and large institutions have $1.79B invested in WisdomTree US MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+14
Holders Change %
+4.79%
% of All Funds
6.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
123
Reduced
87
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
176
Western Wealth Management
Colorado
$432K +$23.1K +642 +6%
BC
177
Barnett & Company
Tennessee
$428K
VSWA
178
Vontobel Swiss Wealth Advisors
Switzerland
$421K -$426K -11,920 -50%
LWS
179
Lucia Wealth Services
California
$415K +$143K +4,000 +53%
LFAS
180
Level Four Advisory Services
Texas
$407K -$71.6K -1,998 -15%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$405K +$1.8K +50 +0.4%
GFPC
182
Global Financial Private Capital
Florida
$402K +$90.2K +2,522 +29%
MHS
183
M Holdings Securities
Oregon
$401K +$4.22K +118 +1%
WI
184
Wintrust Investments
Illinois
$385K -$358 -10 -0.1%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$385K +$61.8K +1,729 +19%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$383K
GIA
187
Gladstone Institutional Advisory
Florida
$377K -$88.9K -2,487 -19%
WIA
188
Wealthstreet Investment Advisors
Texas
$376K
AWA
189
Arete Wealth Advisors
Illinois
$359K -$86.8K -2,425 -19%
BHB
190
Bank Hapoalim BM
Israel
$355K -$2.86K -80 -0.8%
CTC
191
Central Trust Company
Missouri
$350K -$167K -4,657 -32%
FFS
192
Founders Financial Securities
Maryland
$350K +$32.8K +895 +10%
CCP
193
Corient Capital Partners
California
$345K
PA
194
PFG Advisors
Arizona
$338K +$29.1K +792 +9%
OC
195
Oppenheimer & Co
New York
$327K -$96.4K -2,691 -23%
JIC
196
Johnson Investment Counsel
Ohio
$323K +$107 +3 +0%
WFM
197
Wolff Financial Management
Michigan
$320K +$358 +10 +0.1%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$317K +$313K +8,757 +7,819%
BF
199
BOK Financial
Oklahoma
$313K -$62.3K -1,736 -17%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$310K +$15.8K +443 +5%