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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
PI
251
PFG Investments
New York
$474K +$1.39K +28 +0.3%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$471K -$5.11M -103,109 -92%
VPP
253
Vertex Planning Partners
Illinois
$470K -$2.18K -44 -0.5%
WWM
254
Western Wealth Management
Colorado
$468K +$14K +283 +3%
EAM
255
Evanson Asset Management
California
$456K +$644 +13 +0.1%
PTC
256
Private Trust Company
Ohio
$436K +$18.4K +371 +4%
GSWM
257
Golden State Wealth Management
California
$433K +$18.6K +375 +4%
Invesco
258
Invesco
Georgia
$432K -$14.3K -288 -3%
IA
259
IFP Advisors
Florida
$431K -$891 -18 -0.2%
IFWM
260
Institute for Wealth Management
Colorado
$420K
PG
261
Patten Group
Tennessee
$415K +$15.1K +304 +4%
ONB
262
Old National Bancorp
Indiana
$412K
BWM
263
BCGM Wealth Management
Indiana
$410K +$1.44K +29 +0.4%
CFG
264
Citizens Financial Group
Rhode Island
$407K
RSWA
265
Robinson Smith Wealth Advisors
Maine
$404K
RIP
266
Reliant Investment Partners
North Carolina
$402K -$3.52K -71 -0.9%
PFS
267
Prospera Financial Services
Texas
$393K -$9.81K -198 -2%
WB
268
West Bancorporation
Iowa
$385K -$149K -3,000 -28%
FHA
269
Flagship Harbor Advisors
Massachusetts
$376K -$54.8K -1,107 -13%
BFA
270
Beacon Financial Advisory
Ohio
$374K +$148K +2,995 +66%
SPC
271
Sigma Planning Corp
Michigan
$368K +$27.8K +562 +8%
AQR Capital Management
272
AQR Capital Management
Connecticut
$357K -$146K -2,943 -29%
BI
273
Berkeley Inc
Idaho
$354K -$26.5K -535 -7%
FF
274
Friday Financial
Iowa
$352K +$25.1K +500 +8%
SF
275
Seek First
California
$346K +$346K +6,981 New