DON icon

WisdomTree US MidCap Dividend Fund

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$203M 5,621,417 +423,117 +8%
Morgan Stanley
2
Morgan Stanley
New York
$171M 4,727,475 +83,063 +2%
UBS Group
3
UBS Group
Switzerland
$131M 3,615,846 +31,637 +0.9%
Ameriprise
4
Ameriprise
Minnesota
$123M 3,392,331 +267,527 +9%
LW
5
Linscomb Wealth
Texas
$73.6M 2,034,357 +32,664 +2%
SWM
6
SVA Wealth Management
Wisconsin
$65.8M 1,818,004 +66,165 +4%
LPL Financial
7
LPL Financial
California
$58.7M 1,621,093 -821,521 -34%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$56.5M 1,560,480 +51,982 +3%
Wells Fargo
9
Wells Fargo
California
$55.2M 1,524,227 +54,986 +4%
Creative Planning
10
Creative Planning
Kansas
$47.2M 1,303,445 -25,471 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$40.8M 1,128,040 +56,135 +5%
RJA
12
Raymond James & Associates
Florida
$39.4M 1,087,691 +24,866 +2%
PFM
13
Parsec Financial Management
North Carolina
$37.9M 1,048,216 -4,365 -0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$32.1M 887,173 +128,047 +17%
CWM
15
Connecticut Wealth Management
Connecticut
$30.2M 833,791 +833,791 New
HNB
16
Huntington National Bank
Ohio
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23.7M 653,542 +4,571 +0.7%
FPIS
18
Financial Planning & Information Services
Wisconsin
$23.5M 647,807 +110,330 +21%
IWA
19
Inspirion Wealth Advisors
Illinois
$21.9M 604,652 +13,591 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$21.6M 595,102 +41,755 +8%
CAN
21
Cetera Advisor Networks
California
$19.8M 548,104 +41,155 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.3M 533,661 +48,023 +10%
RTC
23
Riverview Trust Company
Washington
$18.7M 517,805 +6,115 +1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$17M 469,146 +55,210 +13%
CCP
25
Cardan Capital Partners
Colorado
$14.5M 400,637 +18,866 +5%