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WisdomTree US MidCap Dividend Fund

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$161M -$2.42M -70,793 -1%
Morgan Stanley
2
Morgan Stanley
New York
$137M -$21.5M -630,454 -14%
Bank of America
3
Bank of America
North Carolina
$130M -$4.43M -129,742 -3%
UBS Group
4
UBS Group
Switzerland
$93.7M +$2.53M +74,175 +3%
Wells Fargo
5
Wells Fargo
California
$77.8M -$7.01M -205,356 -8%
LW
6
Linscomb Wealth
Texas
$61.8M -$1.85M -54,138 -3%
LPL Financial
7
LPL Financial
California
$53M +$2.44M +71,572 +5%
Creative Planning
8
Creative Planning
Kansas
$44.9M +$3.01M +88,218 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$32.8M +$572K +16,762 +2%
PFM
10
Parsec Financial Management
North Carolina
$32.8M +$1.35M +39,639 +4%
SWM
11
SVA Wealth Management
Wisconsin
$29.5M -$62.5M -625,018 -68%
RJA
12
Raymond James & Associates
Florida
$24.5M +$711K +20,850 +3%
NFG
13
Noven Financial Group
Colorado
$20.3M +$1.33M +39,115 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$20M -$506K -14,840 -2%
IWA
15
Inspirion Wealth Advisors
Illinois
$18M +$10.5M +307,794 +140%
HNB
16
Huntington National Bank
Ohio
$17.7M -$19.3M
CCP
17
Cardan Capital Partners
Colorado
$15.1M +$1.57M +45,998 +12%
PMG
18
ProVise Management Group
Florida
$14.8M +$466K +13,644 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.4M +$7.94M +232,746 +123%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$14.2M -$455K -13,332 -3%
UCFA
21
United Capital Financial Advisors
Texas
$12M +$360K +10,546 +3%
CRC
22
Curi RMB Capital
Illinois
$11.7M +$2.75M +80,541 +31%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11.4M +$1.22M +35,839 +12%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$10.2M -$2.59M -75,806 -20%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$9.99M -$1.7M -49,894 -15%