DON icon

WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$282K -$587K -11,708 -68%
SFI
302
SPC Financial Inc
Maryland
$281K
WFAG
303
Worth Financial Advisory Group
North Carolina
$281K +$601 +12 +0.2%
AOWM
304
Alpha Omega Wealth Management
Virginia
$278K +$4.81K +96 +2%
ATPW
305
Ashton Thomas Private Wealth
Arizona
$278K +$278K +5,542 New
FIA
306
Foundations Investment Advisors
Arizona
$274K -$8.37K -167 -3%
CAWM
307
Capital Advisors Wealth Management
Washington
$272K +$24.8K +495 +10%
Neuberger Berman Group
308
Neuberger Berman Group
New York
$270K +$23.6K +471 +10%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$269K +$22.9K +457 +9%
CSA
310
Cottage Street Advisors
Massachusetts
$267K
IRC
311
Investors Research Corp
Georgia
$262K -$5.96K -119 -2%
PFA
312
Portland Financial Advisors
New York
$258K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$255K +$57.5K +1,148 +29%
TIAA Trust, National Association
314
TIAA Trust, National Association
North Carolina
$253K +$2.66K +53 +1%
DWP
315
Daymark Wealth Partners
Ohio
$253K +$1.05K +21 +0.4%
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$252K
WAM
317
Weinberger Asset Management
California
$251K -$12.9K -258 -5%
MC
318
Moors & Cabot
Massachusetts
$242K -$15.8K -315 -6%
SFA
319
Sequoia Financial Advisors
Ohio
$241K +$14.7K +294 +7%
SMC
320
Smith, Moore & Co
Missouri
$240K -$401 -8 -0.2%
QWM
321
Quadcap Wealth Management
Texas
$239K +$1.25K +25 +0.5%
IWC
322
Integrated Wealth Concepts
Massachusetts
$238K +$5.71K +114 +2%
MIM
323
MTM Investment Management
South Carolina
$234K
HIS
324
Harvest Investment Services
Illinois
$227K +$3.41K +68 +2%
BFG
325
Berger Financial Group
Minnesota
$227K +$50 +1 +0%