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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
226
Cerity Partners
New York
$630K -$314K -6,349 -33%
NIWA
227
New Insight Wealth Advisors
California
$629K +$45.8K +925 +8%
SF
228
Summit Financial
New Jersey
$613K +$39.5K +797 +7%
ADL
229
Asset Dedication LLC
California
$609K
UPS
230
UHLMANN PRICE SECURITIES
Illinois
$606K +$15.3K +308 +3%
HA
231
Hanover Advisors
South Carolina
$588K
NHT
232
New Hampshire Trust
New Hampshire
$585K +$20.1K +405 +4%
RAM
233
Redmond Asset Management
Virginia
$577K +$14.6K +294 +3%
Goldman Sachs
234
Goldman Sachs
New York
$576K +$576K +11,635 New
IIC
235
Ironwood Investment Counsel
Arizona
$573K +$573K +11,578 New
AIA
236
AssuredPartners Investment Advisors
Florida
$571K -$48.6K -981 -8%
AF
237
Allworth Financial
California
$562K +$11.3K +239 +2%
JWCA
238
J.W. Cole Advisors
Florida
$561K -$229K -4,632 -29%
Citigroup
239
Citigroup
New York
$545K +$9.26K +187 +2%
AC
240
Anson Capital
Georgia
$544K +$17.4K +351 +3%
CASB
241
Cape Ann Savings Bank
Massachusetts
$530K -$3.71K -75 -0.7%
SS
242
Sunbelt Securities
Texas
$528K
NS
243
NBC Securities
Alabama
$523K +$523K +10,564 +105,640%
AA
244
Ancora Advisors
Ohio
$522K
HT
245
Heritage Trust
Oklahoma
$514K -$161K -3,254 -24%
CWA
246
Centennial Wealth Advisory
Michigan
$510K +$113K +2,281 +28%
MWM
247
Modern Wealth Management
Kansas
$498K -$9.35M -188,906 -95%
IAN
248
Integrated Advisors Network
Texas
$498K
PT
249
Plimoth Trust
Massachusetts
$483K -$1.98K -40 -0.4%
AIM
250
Aspen Investment Management
Michigan
$477K