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WisdomTree US MidCap Dividend Fund

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
201
Evanson Asset Management
California
$291K +$2.87K +79 +1%
AWA
202
Alaska Wealth Advisors
Alaska
$289K +$1.27K +35 +0.4%
APCM
203
Alaska Permanent Capital Management
Alaska
$289K +$9.09K +250 +3%
RCA
204
Ranch Capital Advisors
Florida
$289K +$289K +7,961 New
FIM
205
Fernwood Investment Management
Massachusetts
$286K -$7.18K -198 -2%
TP
206
Tranquility Partners
Tennessee
$286K +$31.6K +870 +12%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$284K -$569K -15,715 -67%
WFM
208
Wolff Financial Management
Michigan
$275K -$28.4K -782 -9%
SCM
209
SOL Capital Management
Maryland
$272K
FFS
210
Founders Financial Securities
Maryland
$267K -$124K -3,417 -32%
FHC
211
First Heartland Consultants
Missouri
$265K -$5.37K -148 -2%
ADL
212
Asset Dedication LLC
California
$264K +$82.5K +2,271 +45%
WMA
213
Wealth Management Associates
New Jersey
$263K +$29.5K +813 +13%
IWM
214
IHT Wealth Management
Illinois
$259K +$21.5K +592 +9%
BWP
215
Bernardo Wealth Planning
Pennsylvania
$253K -$34.2K -943 -12%
CAI
216
Capital Advisors Inc
Oklahoma
$253K
William Blair & Company
217
William Blair & Company
Illinois
$248K -$1.64K -45 -0.7%
MA
218
MUFG Americas
New York
$241K -$9.07K -250 -4%
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$241K +$290 +8 +0.1%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$240K
DWM
221
Dakota Wealth Management
Florida
$240K +$240K +6,597 New
US Bancorp
222
US Bancorp
Minnesota
$239K -$51.6K -1,425 -18%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$238K -$867K -23,909 -78%
CFA
224
Cahill Financial Advisors
Minnesota
$237K +$237K +6,505 New
RCG
225
Ruggie Capital Group
Florida
$233K +$233K +6,430 New