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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
HA
226
Hanover Advisors
South Carolina
$621K
NHT
227
New Hampshire Trust
New Hampshire
$617K
RAM
228
Redmond Asset Management
Virginia
$610K
Citigroup
229
Citigroup
New York
$598K
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$590K
MAMG
231
Milestone Asset Management Group
Connecticut
$587K
CWA
232
Centennial Wealth Advisory
Michigan
$583K
NIWA
233
New Insight Wealth Advisors
California
$578K
Cerity Partners
234
Cerity Partners
New York
$573K
Citadel Advisors
235
Citadel Advisors
Florida
$565K
NA
236
NewEdge Advisors
Louisiana
$564K
AA
237
Ancora Advisors
Ohio
$554K
CASB
238
Cape Ann Savings Bank
Massachusetts
$554K
BRWA
239
B. Riley Wealth Advisors
Florida
$530K
IAN
240
Integrated Advisors Network
Texas
$526K
GRP
241
Global Retirement Partners
California
$513K
PI
242
PFG Investments
New York
$505K
AIM
243
Aspen Investment Management
Michigan
$504K
SS
244
Sunbelt Securities
Texas
$502K
VPP
245
Vertex Planning Partners
Illinois
$495K
PT
246
Plimoth Trust
Massachusetts
$492K
EAM
247
Evanson Asset Management
California
$487K
IA
248
IFP Advisors
Florida
$485K
HT
249
Heritage Trust
Oklahoma
$484K
WWM
250
Western Wealth Management
Colorado
$483K