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WisdomTree US MidCap Dividend Fund

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
201
Asset Dedication LLC
California
$171K
MA
202
MCF Advisors
Kentucky
$162K
CFA
203
Carroll Financial Associates
North Carolina
$144K -$51K -1,500 -26%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$1.24K -37 -0.9%
AIP
205
Ameritas Investment Partners
Nebraska
$129K -$3.24K -95 -2%
SEI Investments
206
SEI Investments
Pennsylvania
$128K -$5.07K -149 -4%
ASN
207
Advisory Services Network
Georgia
$121K
PFA
208
Pathway Financial Advisors
Vermont
$116K
AWA
209
Acorn Wealth Advisors
Michigan
$102K +$383 +11 +0.4%
FPFS
210
First Personal Financial Services
North Carolina
$101K -$7.65K -225 -7%
IP
211
Intellectus Partners
California
$101K
RCG
212
Ruggie Capital Group
Florida
$69K
WOC
213
West Oak Capital
California
$68.2K +$68.2K +2,000 New
SWP
214
Strategic Wealth Partners
Ohio
$67K +$67K +1,976 New
SPIA
215
Steward Partners Investment Advisory
New York
$61K
RFC
216
Regions Financial Corp
Alabama
$58K -$16.6K -488 -22%
WTC
217
WhitTier Trust Company
Nevada
$58K +$58K +1,700 New
MA
218
MUFG Americas
New York
$55K -$12K -350 -18%
UBS AM
219
UBS AM
Illinois
$52.9K
BBA
220
Braun-Bostich & Associates
Pennsylvania
$49K
YWP
221
YorkBridge Wealth Partners
New York
$47K
PGA
222
Premia Global Advisors
Florida
$46K +$46K +1,375 New
BBHC
223
Brown Brothers Harriman & Co
New York
$43K
OIA
224
Optimum Investment Advisors
Illinois
$41K +$41K +1,212 New
GEA
225
Glen Eagle Advisors
New Jersey
$39.2K +$18.8K +550 +92%