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WisdomTree US MidCap Dividend Fund

424 hedge funds and large institutions have $2.08B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Modern Wealth Management
Kansas
$459K -$45.1K -899 -9%
WWM
252
Western Wealth Management
Colorado
$454K -$19.6K -392 -4%
GRP
253
Global Retirement Partners
California
$445K +$445K +8,873 New
FFA
254
Farther Finance Advisors
California
$443K +$373K +7,434 +529%
IA
255
IFP Advisors
Florida
$438K +$2.51K +50 +0.6%
GSWM
256
Golden State Wealth Management
California
$435K -$3.21K -64 -0.7%
IFWM
257
Institute for Wealth Management
Colorado
$425K
BWM
258
BCGM Wealth Management
Indiana
$417K +$1.91K +38 +0.5%
ONB
259
Old National Bancorp
Indiana
$417K
LWL
260
Leo Wealth LLC
Texas
$414K +$414K +8,266 New
CFG
261
Citizens Financial Group
Rhode Island
$412K
RSWA
262
Robinson Smith Wealth Advisors
Maine
$409K
Invesco
263
Invesco
Georgia
$405K -$32.3K -645 -7%
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$402K -$74.8K -1,492 -16%
PFS
265
Prospera Financial Services
Texas
$389K -$9.48K -189 -2%
PTC
266
Private Trust Company
Ohio
$385K -$56.3K -1,123 -13%
KIA
267
KCM Investment Advisors
California
$384K +$384K +7,670 New
FHA
268
Flagship Harbor Advisors
Massachusetts
$379K -$1.91K -38 -0.5%
SPC
269
Sigma Planning Corp
Michigan
$378K +$5.91K +118 +2%
UPS
270
UHLMANN PRICE SECURITIES
Illinois
$377K -$236K -4,712 -38%
RIP
271
Reliant Investment Partners
North Carolina
$369K -$37.6K -750 -9%
WB
272
West Bancorporation
Iowa
$365K -$25.1K -500 -6%
KFI
273
Key Financial Inc
Pennsylvania
$363K +$27.8K +555 +8%
BI
274
Berkeley Inc
Idaho
$359K
PG
275
Patten Group
Tennessee
$356K -$63.8K -1,272 -15%