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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
276
Wealth Management Associates
New Jersey
$354K +$24.1K +481 +7%
SF
277
Seek First
California
$352K +$2.36K +47 +0.7%
FF
278
Friday Financial
Iowa
$351K
CCG
279
Chatham Capital Group
Georgia
$351K +$351K +7,000 New
NP
280
NorthRock Partners
Minnesota
$347K +$192K +3,840 +125%
RWB
281
RMR Wealth Builders
New Jersey
$341K -$2.46K -49 -0.7%
WIA
282
World Investment Advisors
California
$336K -$2.66K -53 -0.8%
MA
283
MONECO Advisors
Connecticut
$334K +$22.7K +453 +7%
RA
284
RFG Advisory
Alabama
$330K -$13.1K -262 -4%
WCP
285
Wick Capital Partners
Pennsylvania
$324K +$114K +3,508 +54%
Vontobel Holding
286
Vontobel Holding
Switzerland
$323K -$5.06K -101 -2%
Koshinski Asset Management
287
Koshinski Asset Management
Illinois
$320K +$17.5K +349 +6%
SFC
288
Strategic Financial Concepts
Texas
$319K -$10.6K -212 -3%
BFA
289
Beacon Financial Advisory
Ohio
$313K -$65.6K -1,309 -17%
EFS
290
Essex Financial Services
Connecticut
$307K -$8.32K -166 -3%
Pathstone Holdings
291
Pathstone Holdings
New Jersey
$305K +$305K +6,081 New
DE
292
Diversified Enterprises
Delaware
$304K +$150 +3 +0%
CCA
293
Clearwater Capital Advisors
Illinois
$302K
William Blair & Company
294
William Blair & Company
Illinois
$299K +$10.3K +206 +4%
FFA
295
Fragasso Financial Advisors
Pennsylvania
$290K +$1.5K +30 +0.5%
HIP
296
HUB Investment Partners
Texas
$288K
BJL
297
Brighton Jones LLC
Washington
$287K +$59.2K +1,182 +26%
CA
298
Calton & Associates
Florida
$285K -$23.7K -472 -8%
MA
299
MCF Advisors
Kentucky
$284K
EFA
300
Edge Financial Advisors
Illinois
$283K +$1.9K +38 +0.7%