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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
BWM
251
BCGM Wealth Management
Indiana
$437K
CFG
252
Citizens Financial Group
Rhode Island
$430K
WIA
253
World Investment Advisors
California
$427K
RSWA
254
Robinson Smith Wealth Advisors
Maine
$427K
ONB
255
Old National Bancorp
Indiana
$426K
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$420K
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$416K
PFS
258
Prospera Financial Services
Texas
$407K
Invesco
259
Invesco
Georgia
$407K
PTC
260
Private Trust Company
Ohio
$402K
KIA
261
KCM Investment Advisors
California
$401K
FHA
262
Flagship Harbor Advisors
Massachusetts
$396K
RIP
263
Reliant Investment Partners
North Carolina
$387K
MA
264
MCF Advisors
Kentucky
$384K
KFI
265
Key Financial Inc
Pennsylvania
$379K
SPC
266
Sigma Planning Corp
Michigan
$373K
WMA
267
Wealth Management Associates
New Jersey
$370K
BI
268
Berkeley Inc
Idaho
$370K
WB
269
West Bancorporation
Iowa
$368K
CCG
270
Chatham Capital Group
Georgia
$366K
RWB
271
RMR Wealth Builders
New Jersey
$354K
MA
272
MONECO Advisors
Connecticut
$350K
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$345K
WCP
274
Wick Capital Partners
Pennsylvania
$338K
Vontobel Holding
275
Vontobel Holding
Switzerland
$329K