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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
MA
277
MONECO Advisors
Connecticut
$350K
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$345K
WCP
279
Wick Capital Partners
Pennsylvania
$338K
Vontobel Holding
280
Vontobel Holding
Switzerland
$329K
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$324K
EFS
282
Essex Financial Services
Connecticut
$321K
KIM
283
Kestra Investment Management
Texas
$318K
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$318K
DE
285
Diversified Enterprises
Delaware
$317K
WFAG
286
Worth Financial Advisory Group
North Carolina
$314K
CAGAS
287
Capital Advisory Group Advisory Services
Minnesota
$313K
PG
288
Patten Group
Tennessee
$312K
CCA
289
Clearwater Capital Advisors
Illinois
$310K
BJL
290
Brighton Jones LLC
Washington
$306K
FFA
291
Fragasso Financial Advisors
Pennsylvania
$305K
NP
292
NorthRock Partners
Minnesota
$303K
SF
293
Seek First
California
$302K
EFA
294
Edge Financial Advisors
Illinois
$297K
BFA
295
Beacon Financial Advisory
Ohio
$295K
FIA
296
Foundations Investment Advisors
Arizona
$295K
AOWM
297
Alpha Omega Wealth Management
Virginia
$291K
ATPW
298
Ashton Thomas Private Wealth
Arizona
$290K
DWP
299
Daymark Wealth Partners
Ohio
$289K
CAWM
300
Capital Advisors Wealth Management
Washington
$285K