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WisdomTree US MidCap Dividend Fund

428 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, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
CCG
276
Chatham Capital Group
Georgia
$366K
RWB
277
RMR Wealth Builders
New Jersey
$354K
DCM
278
DGS Capital Management
New Jersey
$352K
MA
279
MONECO Advisors
Connecticut
$350K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$345K
WCP
281
Wick Capital Partners
Pennsylvania
$338K
Vontobel Holding
282
Vontobel Holding
Switzerland
$329K
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$324K
EFS
284
Essex Financial Services
Connecticut
$321K
KIM
285
Kestra Investment Management
Texas
$318K
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$318K
DE
287
Diversified Enterprises
Delaware
$317K
WFAG
288
Worth Financial Advisory Group
North Carolina
$314K
CAGAS
289
Capital Advisory Group Advisory Services
Minnesota
$313K
PG
290
Patten Group
Tennessee
$312K
CCA
291
Clearwater Capital Advisors
Illinois
$310K
BJL
292
Brighton Jones LLC
Washington
$306K
FFA
293
Fragasso Financial Advisors
Pennsylvania
$305K
NP
294
NorthRock Partners
Minnesota
$303K
SF
295
Seek First
California
$302K
EFA
296
Edge Financial Advisors
Illinois
$297K
BFA
297
Beacon Financial Advisory
Ohio
$295K
FIA
298
Foundations Investment Advisors
Arizona
$295K
AOWM
299
Alpha Omega Wealth Management
Virginia
$291K
ATPW
300
Ashton Thomas Private Wealth
Arizona
$290K