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WisdomTree US MidCap Dividend Fund

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
KerberRose Wealth Management
Wisconsin
$509K +$509K +13,067 New
SFG
202
Sowa Financial Group
Rhode Island
$507K +$25.3K +650 +5%
RA
203
RFG Advisory
Alabama
$505K -$14.5K -346 -3%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$498K +$498K +12,764 New
NA
205
NewEdge Advisors
Louisiana
$496K -$5.22K -134 -1%
SS
206
Sunbelt Securities
Texas
$489K -$9.82K -252 -2%
T
207
TCWP
Ohio
$483K -$88K -2,257 -15%
WA
208
Wambolt & Associates
Colorado
$474K -$39.4K -1,012 -8%
AT
209
Arden Trust
Delaware
$470K
TNA
210
True North Advisors
Texas
$468K +$468K +12,030 New
Goldman Sachs
211
Goldman Sachs
New York
$462K -$542K -13,931 -54%
AT
212
American Trust
Kentucky
$462K +$127K +3,252 +38%
Betterment LLC
213
Betterment LLC
New York
$449K +$83.3K +2,136 +23%
IAN
214
Integrated Advisors Network
Texas
$447K +$195 +5 +0%
FHA
215
Flagship Harbor Advisors
Massachusetts
$443K -$5.66K -145 -1%
SWP
216
Stratos Wealth Partners
Ohio
$434K -$88.7K -2,275 -17%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$420K +$93.2K +2,394 +29%
RAM
218
Redmond Asset Management
Virginia
$417K +$5.26K +135 +1%
GIA
219
Gladstone Institutional Advisory
Florida
$416K -$52.7K -1,353 -11%
ADL
220
Asset Dedication LLC
California
$413K
AA
221
Ancora Advisors
Ohio
$402K
NWA
222
Navis Wealth Advisors
New York
$398K +$39 +1 +0%
HI
223
Harbour Investments
Wisconsin
$389K +$389K +9,989 New
Invesco
224
Invesco
Georgia
$386K -$10.6K -271 -3%
BI
225
Berkeley Inc
Idaho
$382K -$30.6K -785 -7%