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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
NIWA
226
New Insight Wealth Advisors
California
$608K
HA
227
Hanover Advisors
South Carolina
$595K
NHT
228
New Hampshire Trust
New Hampshire
$592K
RAM
229
Redmond Asset Management
Virginia
$590K
AWS
230
Atria Wealth Solutions
New York
$584K
IIC
231
Ironwood Investment Counsel
Arizona
$581K
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$578K
AC
233
Anson Capital
Georgia
$574K
CWA
234
Centennial Wealth Advisory
Michigan
$555K
Citigroup
235
Citigroup
New York
$554K
SS
236
Sunbelt Securities
Texas
$544K
CASB
237
Cape Ann Savings Bank
Massachusetts
$531K
AA
238
Ancora Advisors
Ohio
$529K
MAMG
239
Milestone Asset Management Group
Connecticut
$525K
Cerity Partners
240
Cerity Partners
New York
$520K
HT
241
Heritage Trust
Oklahoma
$520K
NA
242
NewEdge Advisors
Louisiana
$512K
IAN
243
Integrated Advisors Network
Texas
$504K
NS
244
NBC Securities
Alabama
$501K
GWM
245
Geneos Wealth Management
Colorado
$484K
AIM
246
Aspen Investment Management
Michigan
$483K
PI
247
PFG Investments
New York
$482K
PT
248
Plimoth Trust
Massachusetts
$473K
VPP
249
Vertex Planning Partners
Illinois
$473K
EAM
250
Evanson Asset Management
California
$464K