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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
PG
276
Patten Group
Tennessee
$356K
WMA
277
Wealth Management Associates
New Jersey
$354K
SF
278
Seek First
California
$352K
FF
279
Friday Financial
Iowa
$351K
CCG
280
Chatham Capital Group
Georgia
$351K
NP
281
NorthRock Partners
Minnesota
$347K
RWB
282
RMR Wealth Builders
New Jersey
$341K
WIA
283
World Investment Advisors
California
$336K
MA
284
MONECO Advisors
Connecticut
$334K
RA
285
RFG Advisory
Alabama
$330K
WCP
286
Wick Capital Partners
Pennsylvania
$324K
Vontobel Holding
287
Vontobel Holding
Switzerland
$323K
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$320K
SFC
289
Strategic Financial Concepts
Texas
$319K
BFA
290
Beacon Financial Advisory
Ohio
$313K
EFS
291
Essex Financial Services
Connecticut
$307K
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$305K
DE
293
Diversified Enterprises
Delaware
$304K
CCA
294
Clearwater Capital Advisors
Illinois
$302K
William Blair & Company
295
William Blair & Company
Illinois
$299K
FFA
296
Fragasso Financial Advisors
Pennsylvania
$290K
HIP
297
HUB Investment Partners
Texas
$288K
BJL
298
Brighton Jones LLC
Washington
$287K
CA
299
Calton & Associates
Florida
$285K
MA
300
MCF Advisors
Kentucky
$284K