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WisdomTree US MidCap Dividend Fund

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
201
Brown Advisory
Maryland
$243K
GIA
202
Gladstone Institutional Advisory
Florida
$241K -$85.6K -3,026 -26%
IAN
203
Integrated Advisors Network
Texas
$237K -$11.9K -420 -5%
EAM
204
Evanson Asset Management
California
$232K +$232K +8,195 New
ONST
205
Old North State Trust
North Carolina
$230K -$93.4K -3,300 -29%
BPA
206
Beacon Pointe Advisors
California
$226K -$72.8K -2,575 -24%
ADL
207
Asset Dedication LLC
California
$223K
RW
208
RVW Wealth
California
$221K -$479K -16,885 -68%
FIM
209
Fernwood Investment Management
Massachusetts
$218K +$218K +7,683 New
FFG
210
Fortem Financial Group
California
$211K +$211K +7,456 New
WMA
211
Wealth Management Associates
New Jersey
$209K +$209K +7,386 New
CAI
212
Capital Advisors Inc
Oklahoma
$209K +$209K +6,990 New
PA
213
PFG Advisors
Arizona
$203K +$203K +7,259 New
LFG
214
LifePlan Financial Group
Ohio
$202K +$29.3K +1,032 +17%
SFS
215
Sowell Financial Services
Arkansas
$195K -$138K -4,868 -41%
OC
216
Oakworth Capital
Alabama
$179K -$56.9K -2,009 -24%
FHA
217
Flagship Harbor Advisors
Massachusetts
$167K +$6.23K +220 +4%
HIA
218
Harbor Investment Advisory
Maryland
$165K -$68.6K -2,422 -29%
Citigroup
219
Citigroup
New York
$150K -$17.7K -626 -11%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$140K
JPLA
221
Joseph P. Lucia & Associates
New York
$138K
MA
222
MCF Advisors
Kentucky
$135K
EW
223
Evoke Wealth
California
$120K -$28 -1 -0%
FNBOSM
224
First National Bank of South Miami
Florida
$114K -$30.9K -1,093 -21%
BW
225
Bison Wealth
Georgia
$104K -$19.5K -686 -16%