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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$324K
EFS
277
Essex Financial Services
Connecticut
$321K
KIM
278
Kestra Investment Management
Texas
$318K
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$318K
DE
280
Diversified Enterprises
Delaware
$317K
WFAG
281
Worth Financial Advisory Group
North Carolina
$314K
CAGAS
282
Capital Advisory Group Advisory Services
Minnesota
$313K
PG
283
Patten Group
Tennessee
$312K
CCA
284
Clearwater Capital Advisors
Illinois
$310K
BJL
285
Brighton Jones LLC
Washington
$306K
FFA
286
Fragasso Financial Advisors
Pennsylvania
$305K
NP
287
NorthRock Partners
Minnesota
$303K
SF
288
Seek First
California
$302K
EFA
289
Edge Financial Advisors
Illinois
$297K
BFA
290
Beacon Financial Advisory
Ohio
$295K
FIA
291
Foundations Investment Advisors
Arizona
$295K
AOWM
292
Alpha Omega Wealth Management
Virginia
$291K
ATPW
293
Ashton Thomas Private Wealth
Arizona
$290K
DWP
294
Daymark Wealth Partners
Ohio
$289K
CAWM
295
Capital Advisors Wealth Management
Washington
$285K
First Trust Advisors
296
First Trust Advisors
Illinois
$285K
TRCT
297
Tower Research Capital (TRC)
New York
$284K
CIBC World Market
298
CIBC World Market
Ontario, Canada
$279K
CSA
299
Cottage Street Advisors
Massachusetts
$278K
PFA
300
Portland Financial Advisors
New York
$269K