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WisdomTree US MidCap Dividend Fund

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
E
201
ETFidea
New York
$546K +$84 +2 +0%
NWA
202
Navis Wealth Advisors
New York
$540K +$10.5K +250 +2%
FHA
203
Flagship Harbor Advisors
Massachusetts
$537K -$128K -3,051 -19%
FAIM
204
Financial Advocates Investment Management
Washington
$533K -$249K -5,916 -32%
FTUS
205
Flow Traders U.S.
New York
$532K -$2.11M -50,201 -80%
Betterment LLC
206
Betterment LLC
New York
$530K -$1.09K -26 -0.2%
FLPIM
207
F.L. Putnam Investment Management
Massachusetts
$528K -$44.4K -1,055 -8%
CFG
208
Citizens Financial Group
Rhode Island
$526K -$80.7K -1,920 -13%
SS
209
Sunbelt Securities
Texas
$524K +$294 +7 +0.1%
ADL
210
Asset Dedication LLC
California
$518K
IAN
211
Integrated Advisors Network
Texas
$515K +$17.1K +406 +3%
KIA
212
KLR Investment Advisors
Rhode Island
$514K +$8.91K +212 +2%
SFG
213
Sowa Financial Group
Rhode Island
$513K -$23.6K -561 -4%
Invesco
214
Invesco
Georgia
$499K +$102K +2,435 +26%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$492K +$13.2K +313 +3%
RAM
216
Redmond Asset Management
Virginia
$491K +$47.4K +1,128 +11%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$491K +$106K +2,523 +28%
CASB
218
Cape Ann Savings Bank
Massachusetts
$488K -$81.6K -1,941 -14%
EFS
219
Essex Financial Services
Connecticut
$487K -$43.3K -1,029 -8%
WA
220
Wambolt & Associates
Colorado
$483K -$7.19K -171 -1%
NHT
221
New Hampshire Trust
New Hampshire
$479K +$91.2K +2,170 +24%
HWM
222
HB Wealth Management
Georgia
$459K
IWN
223
Independent Wealth Network
Iowa
$458K +$128K +3,039 +39%
IA
224
IFP Advisors
Florida
$445K -$52.8K -1,255 -11%
AA
225
Ancora Advisors
Ohio
$434K