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WisdomTree US MidCap Dividend Fund

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Shares
Change %
LWS
201
Lucia Wealth Services
California
$243K
FIM
202
Fernwood Investment Management
Massachusetts
$242K +$242K +6,550 New
NB
203
NBT Bank
New York
$242K +$242K +6,560 New
BWA
204
BDO Wealth Advisors
Florida
$239K +$1.77K +48 +0.7%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$235K -$257K -6,957 -52%
KIA
206
KCM Investment Advisors
California
$231K +$74 +2 +0%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$169K +4,563 +293%
BOS
208
Bingham Osborn & Scarborough
California
$225K
FHA
209
Flagship Harbor Advisors
Massachusetts
$219K
VDI
210
Vaughan David Investments
Illinois
$218K -$133K -3,605 -38%
WP
211
WealthShield Partners
North Carolina
$201K +$8.42K +228 +4%
GTAM
212
Global Trust Asset Management
Florida
$185K +$185K +5,005 New
ADL
213
Asset Dedication LLC
California
$184K
CFA
214
Carroll Financial Associates
North Carolina
$156K
AIP
215
Ameritas Investment Partners
Nebraska
$139K +$37 +1 +0%
SPIA
216
Steward Partners Investment Advisory
New York
$138K +$54.4K +1,475 +65%
FPFS
217
First Personal Financial Services
North Carolina
$109K -$516 -14 -0.5%
IP
218
Intellectus Partners
California
$109K
UBS AM
219
UBS AM
Illinois
$104K
ASN
220
Advisory Services Network
Georgia
$95K -$14.1K -384 -13%
GRP
221
Global Retirement Partners
California
$84K +$22.2K +600 +36%
MWPCG
222
Measured Wealth Private Client Group
New Hampshire
$83K +$83K +2,244 New
SWP
223
Strategic Wealth Partners
Ohio
$75K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$75K +$75K +2,025 New
WOC
225
West Oak Capital
California
$73.8K