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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.08B 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, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
WMA
276
Wealth Management Associates
New Jersey
$354K
SF
277
Seek First
California
$352K
FF
278
Friday Financial
Iowa
$351K
CCG
279
Chatham Capital Group
Georgia
$351K
NP
280
NorthRock Partners
Minnesota
$347K
RWB
281
RMR Wealth Builders
New Jersey
$341K
WIA
282
World Investment Advisors
California
$336K
MA
283
MONECO Advisors
Connecticut
$334K
RA
284
RFG Advisory
Alabama
$330K
WCP
285
Wick Capital Partners
Pennsylvania
$324K
Vontobel Holding
286
Vontobel Holding
Switzerland
$323K
Koshinski Asset Management
287
Koshinski Asset Management
Illinois
$320K
SFC
288
Strategic Financial Concepts
Texas
$319K
BFA
289
Beacon Financial Advisory
Ohio
$313K
EFS
290
Essex Financial Services
Connecticut
$307K
Pathstone Holdings
291
Pathstone Holdings
New Jersey
$305K
DE
292
Diversified Enterprises
Delaware
$304K
CCA
293
Clearwater Capital Advisors
Illinois
$302K
William Blair & Company
294
William Blair & Company
Illinois
$299K
FFA
295
Fragasso Financial Advisors
Pennsylvania
$290K
HIP
296
HUB Investment Partners
Texas
$288K
BJL
297
Brighton Jones LLC
Washington
$287K
CA
298
Calton & Associates
Florida
$285K
MA
299
MCF Advisors
Kentucky
$284K
EFA
300
Edge Financial Advisors
Illinois
$283K