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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
NHT
226
New Hampshire Trust
New Hampshire
$617K
RAM
227
Redmond Asset Management
Virginia
$610K
Citigroup
228
Citigroup
New York
$598K
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$590K
MAMG
230
Milestone Asset Management Group
Connecticut
$587K
CWA
231
Centennial Wealth Advisory
Michigan
$583K
NIWA
232
New Insight Wealth Advisors
California
$578K
Cerity Partners
233
Cerity Partners
New York
$573K
Citadel Advisors
234
Citadel Advisors
Florida
$565K
NA
235
NewEdge Advisors
Louisiana
$564K
AA
236
Ancora Advisors
Ohio
$554K
CASB
237
Cape Ann Savings Bank
Massachusetts
$554K
BRWA
238
B. Riley Wealth Advisors
Florida
$530K
IAN
239
Integrated Advisors Network
Texas
$526K
GRP
240
Global Retirement Partners
California
$513K
PI
241
PFG Investments
New York
$505K
AIM
242
Aspen Investment Management
Michigan
$504K
SS
243
Sunbelt Securities
Texas
$502K
VPP
244
Vertex Planning Partners
Illinois
$495K
PT
245
Plimoth Trust
Massachusetts
$492K
EAM
246
Evanson Asset Management
California
$487K
IA
247
IFP Advisors
Florida
$485K
HT
248
Heritage Trust
Oklahoma
$484K
WWM
249
Western Wealth Management
Colorado
$483K
NS
250
NBC Securities
Alabama
$469K