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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
PFG Investments
New York
$474K
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$471K
VPP
253
Vertex Planning Partners
Illinois
$470K
WWM
254
Western Wealth Management
Colorado
$468K
EAM
255
Evanson Asset Management
California
$456K
PTC
256
Private Trust Company
Ohio
$436K
GSWM
257
Golden State Wealth Management
California
$433K
Invesco
258
Invesco
Georgia
$432K
IA
259
IFP Advisors
Florida
$431K
IFWM
260
Institute for Wealth Management
Colorado
$420K
PG
261
Patten Group
Tennessee
$415K
ONB
262
Old National Bancorp
Indiana
$412K
BWM
263
BCGM Wealth Management
Indiana
$410K
CFG
264
Citizens Financial Group
Rhode Island
$407K
RSWA
265
Robinson Smith Wealth Advisors
Maine
$404K
RIP
266
Reliant Investment Partners
North Carolina
$402K
PFS
267
Prospera Financial Services
Texas
$393K
WB
268
West Bancorporation
Iowa
$385K
FHA
269
Flagship Harbor Advisors
Massachusetts
$376K
BFA
270
Beacon Financial Advisory
Ohio
$374K
SPC
271
Sigma Planning Corp
Michigan
$368K
AQR Capital Management
272
AQR Capital Management
Connecticut
$357K
BI
273
Berkeley Inc
Idaho
$354K
FF
274
Friday Financial
Iowa
$352K
SF
275
Seek First
California
$346K