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WisdomTree US MidCap Dividend Fund

420 hedge funds and large institutions have $2.12B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAMG
226
Milestone Asset Management Group
Connecticut
$587K
CWA
227
Centennial Wealth Advisory
Michigan
$583K
NIWA
228
New Insight Wealth Advisors
California
$578K
Cerity Partners
229
Cerity Partners
New York
$573K
Citadel Advisors
230
Citadel Advisors
Florida
$565K
NA
231
NewEdge Advisors
Louisiana
$564K
AA
232
Ancora Advisors
Ohio
$554K
CASB
233
Cape Ann Savings Bank
Massachusetts
$554K
BRWA
234
B. Riley Wealth Advisors
Florida
$530K
IAN
235
Integrated Advisors Network
Texas
$526K
GRP
236
Global Retirement Partners
California
$513K
PI
237
PFG Investments
New York
$505K
AIM
238
Aspen Investment Management
Michigan
$504K
SS
239
Sunbelt Securities
Texas
$502K
VPP
240
Vertex Planning Partners
Illinois
$495K
PT
241
Plimoth Trust
Massachusetts
$492K
EAM
242
Evanson Asset Management
California
$487K
HT
243
Heritage Trust
Oklahoma
$484K
WWM
244
Western Wealth Management
Colorado
$483K
NS
245
NBC Securities
Alabama
$469K
FF
246
Friday Financial
Iowa
$462K
GWM
247
Geneos Wealth Management
Colorado
$461K
GSWM
248
Golden State Wealth Management
California
$453K
MWM
249
Modern Wealth Management
Kansas
$444K
IFWM
250
Institute for Wealth Management
Colorado
$443K