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WisdomTree US MidCap Dividend Fund

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
Net Calls
+$483K
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
201
Jane Street
New York
$230K -$667K -23,046 -74%
ADL
202
Asset Dedication LLC
California
$227K
FFG
203
Fortem Financial Group
California
$216K
RW
204
RVW Wealth
California
$209K -$16.9K -584 -7%
HIA
205
Harbor Investment Advisory
Maryland
$207K +$38.3K +1,324 +23%
CAI
206
Capital Advisors Inc
Oklahoma
$202K
LFG
207
LifePlan Financial Group
Ohio
$200K -$5.72K -198 -3%
OC
208
Oakworth Capital
Alabama
$183K
1IA
209
1834 Investment Advisors
Wisconsin
$179K -$221K -7,613 -55%
FNBOSM
210
First National Bank of South Miami
Florida
$171K +$56K +1,969 +49%
MA
211
MCF Advisors
Kentucky
$164K +$26.8K +927 +20%
FHA
212
Flagship Harbor Advisors
Massachusetts
$159K -$11.4K -395 -7%
SFS
213
Sowell Financial Services
Arkansas
$135K -$64.2K -2,220 -32%
PFS
214
Prospera Financial Services
Texas
$135K +$135K +4,681 New
BBPWM
215
Blue Bell Private Wealth Management
Pennsylvania
$133K -$13.8K -476 -9%
Citigroup
216
Citigroup
New York
$122K -$31.2K -1,080 -20%
EW
217
Evoke Wealth
California
$122K
BW
218
Bison Wealth
Georgia
$106K -$174 -6 -0.2%
AIP
219
Ameritas Investment Partners
Nebraska
$100K +$29 +1 +0%
William Blair & Company
220
William Blair & Company
Illinois
$90K +$24.8K +855 +38%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$86K +$27.1K +934 +46%
AF
222
Advisornet Financial
Minnesota
$81K -$1.1M -38,385 -93%
WCG
223
Weaver Consulting Group
California
$78K -$7.28K -250 -9%
NC
224
NewSquare Capital
Pennsylvania
$77K +$27.1K +933 +54%
HWA
225
Heritage Wealth Advisors
Virginia
$74.2K