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WisdomTree US MidCap Dividend Fund

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
176
Sigma Planning Corp
Michigan
$621K +$7.23K +163 +1%
KFI
177
Key Financial Inc
Pennsylvania
$612K
E
178
ETFidea
New York
$612K +$612K +13,789 New
SBL
179
Sargent Bickham Lagudis
Colorado
$600K
Neuberger Berman Group
180
Neuberger Berman Group
New York
$597K
RA
181
RFG Advisory
Alabama
$592K +$3.9K +88 +0.7%
IA
182
IFP Advisors
Florida
$589K -$42.9K -967 -7%
WA
183
Wambolt & Associates
Colorado
$569K +$266 +6 +0%
NA
184
NewEdge Advisors
Louisiana
$569K +$341K +7,692 +150%
AssetMark Inc
185
AssetMark Inc
California
$560K +$560K +12,628 +1,262,800%
NC
186
NewSquare Capital
Pennsylvania
$553K +$172K +3,875 +45%
HIA
187
Harbor Investment Advisory
Maryland
$550K +$117K +2,634 +27%
SFG
188
Sowa Financial Group
Rhode Island
$548K -$6.21K -140 -1%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$544K -$472K
AT
190
Arden Trust
Delaware
$536K
FTUS
191
Flow Traders U.S.
New York
$536K +$536K +12,087 New
FHA
192
Flagship Harbor Advisors
Massachusetts
$531K +$274K +6,168 +106%
HFA
193
HC Financial Advisors
California
$529K +$1.33K +30 +0.3%
OIA
194
OneDigital Investment Advisors
Kansas
$512K +$2.71K +61 +0.5%
Invesco
195
Invesco
Georgia
$510K -$89K -2,008 -15%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$508K +$2.4K +54 +0.5%
RAM
197
Redmond Asset Management
Virginia
$501K
IAN
198
Integrated Advisors Network
Texas
$501K +$266 +6 +0.1%
BI
199
Berkeley Inc
Idaho
$490K -$2.17K -49 -0.4%
ADL
200
Asset Dedication LLC
California
$489K +$41.5K +935 +9%