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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 153 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
RWB
276
RMR Wealth Builders
New Jersey
$354K
DCM
277
DGS Capital Management
New Jersey
$352K
MA
278
MONECO Advisors
Connecticut
$350K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$345K
WCP
280
Wick Capital Partners
Pennsylvania
$338K
Vontobel Holding
281
Vontobel Holding
Switzerland
$329K
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$324K
EFS
283
Essex Financial Services
Connecticut
$321K
KIM
284
Kestra Investment Management
Texas
$318K
Pathstone Holdings
285
Pathstone Holdings
New Jersey
$318K
DE
286
Diversified Enterprises
Delaware
$317K
WFAG
287
Worth Financial Advisory Group
North Carolina
$314K
CAGAS
288
Capital Advisory Group Advisory Services
Minnesota
$313K
PG
289
Patten Group
Tennessee
$312K
CCA
290
Clearwater Capital Advisors
Illinois
$310K
BJL
291
Brighton Jones LLC
Washington
$306K
FFA
292
Fragasso Financial Advisors
Pennsylvania
$305K
NP
293
NorthRock Partners
Minnesota
$303K
SF
294
Seek First
California
$302K
EFA
295
Edge Financial Advisors
Illinois
$297K
BFA
296
Beacon Financial Advisory
Ohio
$295K
FIA
297
Foundations Investment Advisors
Arizona
$295K
AOWM
298
Alpha Omega Wealth Management
Virginia
$291K
ATPW
299
Ashton Thomas Private Wealth
Arizona
$290K
DWP
300
Daymark Wealth Partners
Ohio
$289K