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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B 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, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
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
BRWA
251
B. Riley Wealth Advisors
Florida
$463K
MWM
252
Modern Wealth Management
Kansas
$459K
WWM
253
Western Wealth Management
Colorado
$454K
GRP
254
Global Retirement Partners
California
$445K
FFA
255
Farther Finance Advisors
California
$443K
IA
256
IFP Advisors
Florida
$438K
GSWM
257
Golden State Wealth Management
California
$435K
IFWM
258
Institute for Wealth Management
Colorado
$425K
BWM
259
BCGM Wealth Management
Indiana
$417K
ONB
260
Old National Bancorp
Indiana
$417K
LWL
261
Leo Wealth LLC
Texas
$414K
CFG
262
Citizens Financial Group
Rhode Island
$412K
RSWA
263
Robinson Smith Wealth Advisors
Maine
$409K
Invesco
264
Invesco
Georgia
$405K
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$402K
PFS
266
Prospera Financial Services
Texas
$389K
PTC
267
Private Trust Company
Ohio
$385K
KIA
268
KCM Investment Advisors
California
$384K
FHA
269
Flagship Harbor Advisors
Massachusetts
$379K
SPC
270
Sigma Planning Corp
Michigan
$378K
UPS
271
UHLMANN PRICE SECURITIES
Illinois
$377K
RIP
272
Reliant Investment Partners
North Carolina
$369K
WB
273
West Bancorporation
Iowa
$365K
KFI
274
Key Financial Inc
Pennsylvania
$363K
BI
275
Berkeley Inc
Idaho
$359K