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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

424 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 31 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.3M
2
AUB
Atlantic Union Bankshares
Virginia
+$19.6M
3
Bank of America
Bank of America
North Carolina
+$12.1M
4
UBS Group
UBS Group
Switzerland
+$8.8M
5
CAMV
Concord Asset Management (Virginia)
Virginia
+$4.03M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$16.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
3
IWP
Invenio Wealth Partners
Florida
-$9.9M
4
Ameriprise
Ameriprise
Minnesota
-$7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
226
Hanover Advisors
South Carolina
$595K – – –
NHT
227
New Hampshire Trust
New Hampshire
$592K – – –
RAM
228
Redmond Asset Management
Virginia
$590K +$6.07K +121 +1%
AWS
229
Atria Wealth Solutions
New York
$584K -$2.85M -55,277 -83%
IIC
230
Ironwood Investment Counsel
Arizona
$581K +$301 +6 +0.1%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$578K -$2.07M -41,300 -78%
AC
232
Anson Capital
Georgia
$574K +$23.2K +463 +4%
CWA
233
Centennial Wealth Advisory
Michigan
$555K +$39K +779 +8%
Citigroup
234
Citigroup
New York
$554K +$2.11K +42 +0.4%
SS
235
Sunbelt Securities
Texas
$544K – – –
CASB
236
Cape Ann Savings Bank
Massachusetts
$531K -$5.01K -100 -0.9%
AA
237
Ancora Advisors
Ohio
$529K – – –
MAMG
238
Milestone Asset Management Group
Connecticut
$525K -$342K -6,819 -39%
Cerity Partners
239
Cerity Partners
New York
$520K -$118K -2,348 -18%
HT
240
Heritage Trust
Oklahoma
$520K – – –
NA
241
NewEdge Advisors
Louisiana
$512K +$207K +4,139 +68%
IAN
242
Integrated Advisors Network
Texas
$504K – – –
NS
243
NBC Securities
Alabama
$501K -$28K -559 -5%
GWM
244
Geneos Wealth Management
Colorado
$484K -$446K -8,901 -48%
AIM
245
Aspen Investment Management
Michigan
$483K – – –
PI
246
PFG Investments
New York
$482K +$1.85K +37 +0.4%
PT
247
Plimoth Trust
Massachusetts
$473K -$15.8K -315 -3%
VPP
248
Vertex Planning Partners
Illinois
$473K -$2.56K -51 -0.5%
EAM
249
Evanson Asset Management
California
$464K +$3.16K +63 +0.7%
BRWA
250
B. Riley Wealth Advisors
Florida
$463K +$463K +9,243 New
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