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WisdomTree US MidCap Dividend Fund

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
201
Meristem Family Wealth
Minnesota
$469K
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$463K +$405K +9,133 +695%
GIA
203
Gladstone Institutional Advisory
Florida
$462K +$80.7K +1,820 +21%
Goldman Sachs
204
Goldman Sachs
New York
$457K -$288K -6,500 -39%
AA
205
Ancora Advisors
Ohio
$457K
GWM
206
Geneos Wealth Management
Colorado
$447K -$30.7K -693 -6%
NWA
207
Navis Wealth Advisors
New York
$444K
WWM
208
Western Wealth Management
Colorado
$442K +$442K +9,967 New
AIM
209
Aspen Investment Management
Michigan
$434K
BA
210
Bridge Advisory
California
$411K +$89 +2 +0%
DAS
211
Dynamic Advisor Solutions
Arizona
$406K -$102K -2,301 -20%
WAM
212
Weinberger Asset Management
California
$405K +$405K +9,134 New
Cerity Partners
213
Cerity Partners
New York
$403K +$1.11K +25 +0.3%
Vontobel Holding
214
Vontobel Holding
Switzerland
$401K -$48.8K -1,100 -11%
JAG
215
Journey Advisory Group
Kentucky
$399K
CDIA
216
Capital Directions Investment Advisors
Georgia
$399K +$399K +9,000 New
HIP
217
HUB Investment Partners
Texas
$395K
Renaissance Technologies
218
Renaissance Technologies
New York
$395K +$395K +8,900 New
HIS
219
Harvest Investment Services
Illinois
$388K -$1.58M -35,581 -80%
IFWM
220
Institute for Wealth Management
Colorado
$388K -$888 -20 -0.2%
IA
221
IFG Advisory
Georgia
$379K -$6.2K -140 -2%
EAM
222
Evanson Asset Management
California
$378K +$2.89K +65 +0.8%
TWM
223
Titus Wealth Management
California
$376K +$61.5K +1,384 +20%
GSWM
224
Golden State Wealth Management
California
$373K +$373K +8,415 New
ONB
225
Old National Bancorp
Indiana
$369K