DON icon

WisdomTree US MidCap Dividend Fund

427 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, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
MWM
251
Modern Wealth Management
Kansas
$459K
WWM
252
Western Wealth Management
Colorado
$454K
GRP
253
Global Retirement Partners
California
$445K
FFA
254
Farther Finance Advisors
California
$443K
IA
255
IFP Advisors
Florida
$438K
GSWM
256
Golden State Wealth Management
California
$435K
IFWM
257
Institute for Wealth Management
Colorado
$425K
BWM
258
BCGM Wealth Management
Indiana
$417K
ONB
259
Old National Bancorp
Indiana
$417K
LWL
260
Leo Wealth LLC
Texas
$414K
CFG
261
Citizens Financial Group
Rhode Island
$412K
RSWA
262
Robinson Smith Wealth Advisors
Maine
$409K
Invesco
263
Invesco
Georgia
$405K
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$402K
PFS
265
Prospera Financial Services
Texas
$389K
PTC
266
Private Trust Company
Ohio
$385K
KIA
267
KCM Investment Advisors
California
$384K
FHA
268
Flagship Harbor Advisors
Massachusetts
$379K
SPC
269
Sigma Planning Corp
Michigan
$378K
UPS
270
UHLMANN PRICE SECURITIES
Illinois
$377K
RIP
271
Reliant Investment Partners
North Carolina
$369K
WB
272
West Bancorporation
Iowa
$365K
KFI
273
Key Financial Inc
Pennsylvania
$363K
BI
274
Berkeley Inc
Idaho
$359K
PG
275
Patten Group
Tennessee
$356K