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WisdomTree US MidCap Dividend Fund

427 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, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
HA
226
Hanover Advisors
South Carolina
$595K
NHT
227
New Hampshire Trust
New Hampshire
$592K
RAM
228
Redmond Asset Management
Virginia
$590K
AWS
229
Atria Wealth Solutions
New York
$584K
IIC
230
Ironwood Investment Counsel
Arizona
$581K
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$578K
AC
232
Anson Capital
Georgia
$574K
CWA
233
Centennial Wealth Advisory
Michigan
$555K
Citigroup
234
Citigroup
New York
$554K
SS
235
Sunbelt Securities
Texas
$544K
CASB
236
Cape Ann Savings Bank
Massachusetts
$531K
AA
237
Ancora Advisors
Ohio
$529K
MAMG
238
Milestone Asset Management Group
Connecticut
$525K
Cerity Partners
239
Cerity Partners
New York
$520K
HT
240
Heritage Trust
Oklahoma
$520K
NA
241
NewEdge Advisors
Louisiana
$512K
IAN
242
Integrated Advisors Network
Texas
$504K
NS
243
NBC Securities
Alabama
$501K
GWM
244
Geneos Wealth Management
Colorado
$484K
AIM
245
Aspen Investment Management
Michigan
$483K
PI
246
PFG Investments
New York
$482K
PT
247
Plimoth Trust
Massachusetts
$473K
VPP
248
Vertex Planning Partners
Illinois
$473K
EAM
249
Evanson Asset Management
California
$464K
BRWA
250
B. Riley Wealth Advisors
Florida
$463K