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WisdomTree US MidCap Dividend Fund

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Allworth Financial
California
$555K -$267K -6,527 -33%
HT
202
Heritage Trust
Oklahoma
$553K
NA
203
NewEdge Advisors
Louisiana
$549K -$34.6K -844 -6%
FAIM
204
Financial Advocates Investment Management
Washington
$547K +$27.3K +666 +5%
SFWC
205
Strategic Family Wealth Counselors
New Jersey
$544K +$11.2K +274 +2%
Betterment LLC
206
Betterment LLC
New York
$531K +$14.1K +343 +3%
E
207
ETFidea
New York
$529K -$2.66K -65 -0.5%
FLPIM
208
F.L. Putnam Investment Management
Massachusetts
$514K
CFG
209
Citizens Financial Group
Rhode Island
$513K
DAS
210
Dynamic Advisor Solutions
Arizona
$506K +$111K +2,713 +28%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$504K +$101K +2,457 +25%
ADL
212
Asset Dedication LLC
California
$503K
IAN
213
Integrated Advisors Network
Texas
$502K +$205 +5 +0%
WI
214
Wintrust Investments
Illinois
$497K -$73.5K -1,796 -13%
FHA
215
Flagship Harbor Advisors
Massachusetts
$494K -$29.6K -722 -6%
Invesco
216
Invesco
Georgia
$492K +$5.61K +137 +1%
BlackRock
217
BlackRock
New York
$492K +$492K +12,000 New
KIA
218
KLR Investment Advisors
Rhode Island
$490K -$10.2K -249 -2%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$486K -$13.1K -307 -3%
CASB
220
Cape Ann Savings Bank
Massachusetts
$470K -$5.12K -125 -1%
NHT
221
New Hampshire Trust
New Hampshire
$467K
SS
222
Sunbelt Securities
Texas
$456K -$54.6K -1,332 -11%
HWM
223
HB Wealth Management
Georgia
$447K
EFS
224
Essex Financial Services
Connecticut
$438K -$36.3K -887 -8%
Renaissance Technologies
225
Renaissance Technologies
New York
$438K +$438K +10,700 New