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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
176
Clearwater Capital Advisors
Illinois
$693K -$3.27K -84 -0.5%
HT
177
Heritage Trust
Oklahoma
$692K
NC
178
NewSquare Capital
Pennsylvania
$692K +$13.5K +345 +2%
MSA
179
Marino Stram & Associates
Massachusetts
$676K +$43K +1,103 +7%
PTP
180
Platform Technology Partners
New York
$672K
SPC
181
Sigma Planning Corp
Michigan
$668K +$65.7K +1,684 +11%
JWCA
182
J.W. Cole Advisors
Florida
$663K -$31.6K -811 -5%
WWM
183
Western Wealth Management
Colorado
$661K -$95K -2,429 -13%
AAS
184
Avantax Advisory Services
Texas
$659K +$13.9K +356 +2%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$634K +$307K +7,821 +94%
MLA
186
My Legacy Advisors
Oregon
$604K +$361K +9,179 +148%
FAIM
187
Financial Advocates Investment Management
Washington
$598K -$64.1K -1,647 -10%
OC
188
Oppenheimer & Co
New York
$582K +$30.2K +774 +5%
TRCT
189
Tower Research Capital (TRC)
New York
$573K +$573K +14,705 New
CFG
190
Citizens Financial Group
Rhode Island
$563K
BRWA
191
B. Riley Wealth Advisors
Florida
$549K -$24.1K -619 -4%
CAM
192
Cresset Asset Management
Illinois
$549K +$549K +17,589 New
KFI
193
Key Financial Inc
Pennsylvania
$545K
CASB
194
Cape Ann Savings Bank
Massachusetts
$543K -$52.3K -1,342 -9%
EFS
195
Essex Financial Services
Connecticut
$539K +$351 +9 +0.1%
APA
196
American Portfolios Advisors
New York
$532K -$8.42K -216 -2%
SBL
197
Sargent Bickham Lagudis
Colorado
$532K +$4.25K +109 +0.8%
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$522K +$522K +13,380 New
E
199
ETFidea
New York
$518K -$19.4K -498 -4%
HFA
200
HC Financial Advisors
California
$512K +$12.5K +321 +3%