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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

420 hedge funds and large institutions have $2.08B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 164 increasing their positions, 151 reducing their positions, and 30 closing their positions.

Holders
420
Holders Change
-8
Holders Change %
-1.87%
% of All Funds
5.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
29
Increased
164
Reduced
151
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$54.4M
2
AUB
2
Atlantic Union Bankshares
Virginia
$19.6M
3
Bank of America
3
Bank of America
North Carolina
$243M
4
UBS Group
4
UBS Group
Switzerland
$89.6M
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$11.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.1M
2
IWP
2
Invenio Wealth Partners
Florida
$0
3
Ameriprise
3
Ameriprise
Minnesota
$68.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$621K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$243M 4,857,397 +241,593 +5%
Morgan Stanley
2
Morgan Stanley
New York
$119M 2,374,159 -83,330 -3%
LPL Financial
3
LPL Financial
California
$101M 2,017,686 +12,521 +0.6%
LW
4
Linscomb Wealth
Texas
$91.8M 1,831,348 +11,235 +0.6%
UBS Group
5
UBS Group
Switzerland
$89.6M 1,788,181 +175,552 +11%
Creative Planning
6
Creative Planning
Kansas
$76.1M 1,517,613 -10,764 -0.7%
Ameriprise
7
Ameriprise
Minnesota
$68.9M 1,375,500 -139,646 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$56.5M 1,127,273 -6,957 -0.6%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$54.4M 1,088,134 +466,917 +75%
HighTower Advisors
10
HighTower Advisors
Illinois
$50.6M 1,009,360 +24,561 +2%
Wells Fargo
11
Wells Fargo
California
$49.3M 983,080 -59,859 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$37.6M 750,263 -99,292 -12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.1M 560,473 -211,588 -27%
KAS
14
Kestra Advisory Services
Texas
$28.1M 560,364 +45,685 +9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$26.5M 529,675 -3,937 -0.7%
CCM
16
Coldstream Capital Management
Washington
$26.2M 522,008 +22,884 +5%
KeyBank National Association
17
KeyBank National Association
Ohio
$24.9M 496,979 +8,789 +2%
IWP
18
IAG Wealth Partners
Wisconsin
$23.6M 470,660 -14,306 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$22.6M 450,491 -2,039 -0.5%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$20.4M 407,198 +32,363 +9%
AUB
21
Atlantic Union Bankshares
Virginia
$19.6M 390,289 +390,289 New
Osaic Holdings
22
Osaic Holdings
Arizona
$19.4M 383,487 -19,846 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18.9M 376,878 +13,802 +4%
TW
24
Trajan Wealth
Arizona
$18.7M 372,555 -17,759 -5%
SFG
25
Stonebridge Financial Group
Pennsylvania
$18M 359,764 +23,301 +7%
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