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WisdomTree US MidCap Dividend Fund

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$209M +$5.26M +144,820 +3%
Morgan Stanley
2
Morgan Stanley
New York
$167M -$5.04M -138,780 -3%
UBS Group
3
UBS Group
Switzerland
$126M -$4.83M -132,961 -4%
Ameriprise
4
Ameriprise
Minnesota
$124M +$1.01M +27,861 +0.8%
LW
5
Linscomb Wealth
Texas
$75M +$1.15M +31,635 +2%
SWM
6
SVA Wealth Management
Wisconsin
$66.9M +$930K +25,622 +1%
LPL Financial
7
LPL Financial
California
$56.5M -$2.36M -65,097 -4%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$56.2M -$495K -13,636 -0.9%
Wells Fargo
9
Wells Fargo
California
$55M -$355K -9,775 -0.6%
Creative Planning
10
Creative Planning
Kansas
$48.4M +$1.04M +28,693 +2%
RJA
11
Raymond James & Associates
Florida
$40.5M +$1.04M +28,520 +3%
PFM
12
Parsec Financial Management
North Carolina
$35.8M -$2.25M -61,915 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$35.3M -$5.66M -156,005 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$34.6M +$2.41M +66,414 +7%
CWM
15
Connecticut Wealth Management
Connecticut
$30.6M +$322K +8,858 +1%
HNB
16
Huntington National Bank
Ohio
$26.8M -$28.6M
FPIS
17
Financial Planning & Information Services
Wisconsin
$25.5M +$2.01M +55,220 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.7M -$71.2K -1,961 -0.3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$23.6M +$2.01M +55,385 +9%
CAN
20
Cetera Advisor Networks
California
$23.5M +$3.57M +98,410 +18%
IWA
21
Inspirion Wealth Advisors
Illinois
$22.2M +$205K +5,639 +0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M -$199K -5,467 -1%
RTC
23
Riverview Trust Company
Washington
$18.8M +$10.8K +297 +0.1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$16.5M -$498K -13,721 -3%
PA
25
Paracle Advisors
Washington
$14.6M +$2.07M +57,108 +16%