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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
NS
251
NBC Securities
Alabama
$469K
FF
252
Friday Financial
Iowa
$462K
GWM
253
Geneos Wealth Management
Colorado
$461K
GSWM
254
Golden State Wealth Management
California
$453K
MWM
255
Modern Wealth Management
Kansas
$444K
IFWM
256
Institute for Wealth Management
Colorado
$443K
BWM
257
BCGM Wealth Management
Indiana
$437K
CFG
258
Citizens Financial Group
Rhode Island
$430K
WIA
259
World Investment Advisors
California
$427K
RSWA
260
Robinson Smith Wealth Advisors
Maine
$427K
ONB
261
Old National Bancorp
Indiana
$426K
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$420K
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$416K
PFS
264
Prospera Financial Services
Texas
$407K
Invesco
265
Invesco
Georgia
$407K
PTC
266
Private Trust Company
Ohio
$402K
KIA
267
KCM Investment Advisors
California
$401K
FHA
268
Flagship Harbor Advisors
Massachusetts
$396K
RIP
269
Reliant Investment Partners
North Carolina
$387K
MA
270
MCF Advisors
Kentucky
$384K
KFI
271
Key Financial Inc
Pennsylvania
$379K
SPC
272
Sigma Planning Corp
Michigan
$373K
WMA
273
Wealth Management Associates
New Jersey
$370K
BI
274
Berkeley Inc
Idaho
$370K
WB
275
West Bancorporation
Iowa
$368K