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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
276
Kestra Investment Management
Texas
$340K +$340K +6,873 New
RWB
277
RMR Wealth Builders
New Jersey
$340K +$1.73K +35 +0.5%
RA
278
RFG Advisory
Alabama
$339K -$19.4K -391 -5%
WIA
279
World Investment Advisors
California
$335K +$248 +5 +0.1%
KFI
280
Key Financial Inc
Pennsylvania
$331K
WMA
281
Wealth Management Associates
New Jersey
$326K -$941 -19 -0.3%
SFC
282
Strategic Financial Concepts
Texas
$325K +$2.82K +57 +0.9%
Vontobel Holding
283
Vontobel Holding
Switzerland
$324K -$28.9K -583 -8%
WCP
284
Wick Capital Partners
Pennsylvania
$320K +$320K +6,468 New
IA
285
Integrity Alliance
Iowa
$319K +$319K +6,443 New
EFS
286
Essex Financial Services
Connecticut
$311K +$545 +11 +0.2%
MA
287
MONECO Advisors
Connecticut
$308K +$6.88K +139 +2%
CA
288
Calton & Associates
Florida
$305K +$1.49K +30 +0.5%
NA
289
NewEdge Advisors
Louisiana
$301K +$594 +12 +0.2%
DE
290
Diversified Enterprises
Delaware
$300K +$3.86K +78 +1%
CCA
291
Clearwater Capital Advisors
Illinois
$299K -$149 -3 -0%
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$299K +$26.8K +542 +10%
BAM
293
Belpointe Asset Management
Nevada
$293K -$94.1K -1,900 -24%
FFA
294
Fragasso Financial Advisors
Pennsylvania
$285K +$4.8K +97 +2%
William Blair & Company
295
William Blair & Company
Illinois
$285K -$11K -223 -4%
HIP
296
HUB Investment Partners
Texas
$284K -$6.04K -122 -2%
AWA
297
Arkadios Wealth Advisors
Georgia
$284K +$284K +5,731 New
MA
298
MCF Advisors
Kentucky
$281K
IA
299
Insight Advisors
Pennsylvania
$279K -$486K -9,824 -64%
FIA
300
Foundations Investment Advisors
Arizona
$279K +$15.3K +309 +6%