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WisdomTree US MidCap Dividend Fund

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
Net Calls
+$1.39M
Net Calls Change
+$342K
Name Holding Trade Value Shares
Change
Shares
Change %
CSA
176
Cottage Street Advisors
Massachusetts
$443K +$81 +2 +0%
AA
177
Ancora Advisors
Ohio
$417K -$122K -3,023 -23%
NWS
178
Newport Wealth Strategies
California
$411K
UBV
179
United Bank (Virginia)
Virginia
$408K -$418K -10,321 -51%
NWA
180
Navis Wealth Advisors
New York
$404K
CW
181
CreativeOne Wealth
Kansas
$403K -$28.7K -709 -7%
AIM
182
Aspen Investment Management
Michigan
$396K
Northern Trust
183
Northern Trust
Illinois
$383K -$190K -4,718 -33%
OIA
184
OneDigital Investment Advisors
Kansas
$383K -$30.4K -753 -7%
BA
185
Bridge Advisory
California
$378K +$40 +1 +0%
ADL
186
Asset Dedication LLC
California
$377K +$59.1K +1,466 +19%
Cerity Partners
187
Cerity Partners
New York
$365K +$445 +11 +0.1%
JAG
188
Journey Advisory Group
Kentucky
$364K
HIP
189
HUB Investment Partners
Texas
$362K +$362K +8,962 New
AAS
190
Avantax Advisory Services
Texas
$358K +$74.2K +1,853 +26%
SBL
191
Sargent Bickham Lagudis
Colorado
$357K -$249K -6,163 -41%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$352K +$808 +20 +0.2%
IA
193
IFG Advisory
Georgia
$351K +$5.25K +130 +2%
GIA
194
Gladstone Institutional Advisory
Florida
$339K -$10.6K -263 -3%
EAM
195
Evanson Asset Management
California
$337K +$767 +19 +0.2%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$238K -5,894 -42%
BC
197
Barnett & Company
Tennessee
$334K -$25.8K -639 -7%
IFWM
198
Institute for Wealth Management
Colorado
$330K
DWMG
199
DB Wealth Management Group
California
$324K -$209K -5,180 -39%
IWM
200
IHT Wealth Management
Illinois
$324K +$59.1K +1,460 +22%