DON icon

WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
276
Kestra Investment Management
Texas
$340K
RWB
277
RMR Wealth Builders
New Jersey
$340K
RA
278
RFG Advisory
Alabama
$339K
WIA
279
World Investment Advisors
California
$335K
KFI
280
Key Financial Inc
Pennsylvania
$331K
WMA
281
Wealth Management Associates
New Jersey
$326K
SFC
282
Strategic Financial Concepts
Texas
$325K
Vontobel Holding
283
Vontobel Holding
Switzerland
$324K
WCP
284
Wick Capital Partners
Pennsylvania
$320K
IA
285
Integrity Alliance
Iowa
$319K
EFS
286
Essex Financial Services
Connecticut
$311K
MA
287
MONECO Advisors
Connecticut
$308K
CA
288
Calton & Associates
Florida
$305K
NA
289
NewEdge Advisors
Louisiana
$301K
DE
290
Diversified Enterprises
Delaware
$300K
CCA
291
Clearwater Capital Advisors
Illinois
$299K
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$299K
BAM
293
Belpointe Asset Management
Nevada
$293K
FFA
294
Fragasso Financial Advisors
Pennsylvania
$285K
William Blair & Company
295
William Blair & Company
Illinois
$285K
HIP
296
HUB Investment Partners
Texas
$284K
AWA
297
Arkadios Wealth Advisors
Georgia
$284K
MA
298
MCF Advisors
Kentucky
$281K
IA
299
Insight Advisors
Pennsylvania
$279K
FIA
300
Foundations Investment Advisors
Arizona
$279K