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WisdomTree US MidCap Dividend Fund

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
201
Oakworth Capital
Alabama
$301K
FFN
202
Focus Financial Network
Minnesota
$300K +$145 +4 +0%
FIM
203
Fernwood Investment Management
Massachusetts
$293K +$10.9K +300 +4%
US Bancorp
204
US Bancorp
Minnesota
$291K
CA
205
Calton & Associates
Florida
$289K +$14.4K +397 +5%
BWP
206
Bernardo Wealth Planning
Pennsylvania
$287K -$1.3K -36 -0.5%
EAM
207
Evanson Asset Management
California
$287K +$1.7K +47 +0.6%
VSWA
208
Vontobel Swiss Wealth Advisors
Switzerland
$283K -$144K -3,975 -34%
AWA
209
Alaska Wealth Advisors
Alaska
$283K
APCM
210
Alaska Permanent Capital Management
Alaska
$278K -$7.76K -215 -3%
SCM
211
SOL Capital Management
Maryland
$271K
FHC
212
First Heartland Consultants
Missouri
$270K +$25.4K +700 +10%
Verition Fund Management
213
Verition Fund Management
Connecticut
$257K +$257K +7,109 New
TP
214
Tranquility Partners
Tennessee
$254K +$254K +7,010 New
CAI
215
Capital Advisors Inc
Oklahoma
$253K +$181 +5 +0.1%
MA
216
MUFG Americas
New York
$250K
William Blair & Company
217
William Blair & Company
Illinois
$249K -$23.6K -650 -9%
MAFM
218
Mid Atlantic Financial Management
Pennsylvania
$240K -$18.7K -517 -7%
BBPWM
219
Blue Bell Private Wealth Management
Pennsylvania
$239K -$21.7K -600 -8%
IWM
220
IHT Wealth Management
Illinois
$236K -$14.5K -401 -6%
WMA
221
Wealth Management Associates
New Jersey
$233K -$4.2K -116 -2%
KIA
222
KCM Investment Advisors
California
$227K +$145 +4 +0.1%
PFP
223
Pinnacle Financial Partners
Tennessee
$225K -$57.9K -1,599 -20%
GVAG
224
Great Valley Advisor Group
Delaware
$222K -$1.77K -49 -0.8%
TVAMP
225
Tennessee Valley Asset Management Partners
Tennessee
$217K -$38K -1,052 -15%