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WisdomTree US MidCap Dividend Fund

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M 4,217,945 +266,507 +7%
Bank of America
2
Bank of America
North Carolina
$133M 4,198,594 +408,383 +11%
UBS Group
3
UBS Group
Switzerland
$110M 3,473,462 +641,327 +23%
Ameriprise
4
Ameriprise
Minnesota
$88.3M 2,791,851 -1,489,284 -35%
LPL Financial
5
LPL Financial
California
$64.2M 2,030,338 +172,353 +9%
LW
6
Linscomb Wealth
Texas
$62.8M 1,984,912 +220,933 +13%
Wells Fargo
7
Wells Fargo
California
$46.1M 1,458,981 -574,257 -28%
Creative Planning
8
Creative Planning
Kansas
$38.6M 1,218,875 -128,702 -10%
SWM
9
SVA Wealth Management
Wisconsin
$35.4M 1,120,032 +42,812 +4%
PFM
10
Parsec Financial Management
North Carolina
$32.6M 1,031,770 +23,973 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$32.3M 1,021,888 -67,754 -6%
RJA
12
Raymond James & Associates
Florida
$25.9M 820,382 +22,698 +3%
HNB
13
Huntington National Bank
Ohio
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.8M 625,516 +276,797 +79%
IWA
15
Inspirion Wealth Advisors
Illinois
$17.8M 563,297 +3,220 +0.6%
RTC
16
Riverview Trust Company
Washington
$15.9M 504,056 +504,056 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$14.9M 465,958 +281,769 +153%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.6M 460,882 +89,398 +24%
CCP
19
Cardan Capital Partners
Colorado
$13.7M 433,351 +7,499 +2%
FPIS
20
Financial Planning & Information Services
Wisconsin
$13.2M 417,788 +178,193 +74%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$13.1M 413,420 -4,253 -1%
PMG
22
ProVise Management Group
Florida
$13M 409,366 -20,860 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.1M 382,235 +265,834 +228%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$11.7M 370,373 +37,078 +11%
UCFA
25
United Capital Financial Advisors
Texas
$11.2M 355,380 -1,032 -0.3%