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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
FF
251
Friday Financial
Iowa
$462K
GWM
252
Geneos Wealth Management
Colorado
$461K
GSWM
253
Golden State Wealth Management
California
$453K
MWM
254
Modern Wealth Management
Kansas
$444K
IFWM
255
Institute for Wealth Management
Colorado
$443K
BWM
256
BCGM Wealth Management
Indiana
$437K
CFG
257
Citizens Financial Group
Rhode Island
$430K
WIA
258
World Investment Advisors
California
$427K
RSWA
259
Robinson Smith Wealth Advisors
Maine
$427K
ONB
260
Old National Bancorp
Indiana
$426K
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$420K
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$416K
PFS
263
Prospera Financial Services
Texas
$407K
Invesco
264
Invesco
Georgia
$407K
PTC
265
Private Trust Company
Ohio
$402K
KIA
266
KCM Investment Advisors
California
$401K
FHA
267
Flagship Harbor Advisors
Massachusetts
$396K
RIP
268
Reliant Investment Partners
North Carolina
$387K
MA
269
MCF Advisors
Kentucky
$384K
KFI
270
Key Financial Inc
Pennsylvania
$379K
SPC
271
Sigma Planning Corp
Michigan
$373K
WMA
272
Wealth Management Associates
New Jersey
$370K
BI
273
Berkeley Inc
Idaho
$370K
WB
274
West Bancorporation
Iowa
$368K
CCG
275
Chatham Capital Group
Georgia
$366K