DON icon

WisdomTree US MidCap Dividend Fund

184 hedge funds and large institutions have $938M invested in WisdomTree US MidCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 5 closing their positions.

Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
4.92%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
24
Increased
85
Reduced
47
Closed
5
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$124M 1,361,656 +208,912 +18%
Bank of America
2
Bank of America
North Carolina
$82.5M 908,089 +208,788 +30%
LW
3
Linscomb Wealth
Texas
$63.3M 696,407 +13,306 +2%
Wells Fargo
4
Wells Fargo
California
$58.9M 648,426 +71,162 +12%
UBS Group
5
UBS Group
Switzerland
$58.4M 642,954 +2,846 +0.4%
Ameriprise
6
Ameriprise
Minnesota
$55.7M 613,207 +146,972 +32%
NFG
7
Noven Financial Group
Colorado
$35.8M 397,276 +189,255 +91%
Creative Planning
8
Creative Planning
Kansas
$28.5M 313,306 +6,659 +2%
PFM
9
Parsec Financial Management
North Carolina
$25.2M 277,777 +3,473 +1%
LPL Financial
10
LPL Financial
California
$22.7M 253,595 +28,401 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$20.3M 223,261 +28,648 +15%
SWM
12
SVA Wealth Management
Wisconsin
$19.7M 216,512 +12,047 +6%
RJA
13
Raymond James & Associates
Florida
$15.3M 168,373 +20,270 +14%
CCP
14
Cardan Capital Partners
Colorado
$14M 153,521 +4,445 +3%
HNB
15
Huntington National Bank
Ohio
Baird Financial Group
16
Baird Financial Group
Wisconsin
$10.8M 118,593 +57,069 +93%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.7M 117,542 +4,917 +4%
JWM
18
Jacobus Wealth Management
Wisconsin
$10.5M 115,023 -825 -0.7%
TA
19
TMD & Associates
Arizona
$9.8M 107,805 +25,440 +31%
NFG
20
NewFocus Financial Group
Washington
$9.68M 106,546 +522 +0.5%
UCFA
21
United Capital Financial Advisors
Texas
$9.65M 106,188 +4,579 +5%
SEIA
22
Signature Estate & Investment Advisors
California
$9.04M 99,420 +22,666 +30%
MWM
23
Merriman Wealth Management
Washington
$8.82M 97,065 +97,065 New
LYV
24
Live Your Vision
Pennsylvania
$8.73M 96,041 -1,442 -1%
PMG
25
ProVise Management Group
Florida
$8.24M 90,623 +2,546 +3%