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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
IRC
301
Investors Research Corp
Georgia
$267K
WAM
302
Weinberger Asset Management
California
$257K
SFA
303
Sequoia Financial Advisors
Ohio
$251K
PCP
304
Panoramic Capital Partners
Oregon
$251K
QWM
305
Quadcap Wealth Management
Texas
$251K
SMC
306
Smith, Moore & Co
Missouri
$250K
MC
307
Moors & Cabot
Massachusetts
$250K
Neuberger Berman Group
308
Neuberger Berman Group
New York
$249K
AP
309
Appleton Partners
Massachusetts
$245K
MIM
310
MTM Investment Management
South Carolina
$245K
TIAA Trust, National Association
311
TIAA Trust, National Association
North Carolina
$243K
BFG
312
Berger Financial Group
Minnesota
$242K
AC
313
Avant Capital
Louisiana
$239K
CWA
314
Crux Wealth Advisors
California
$237K
SFI
315
SPC Financial Inc
Maryland
$235K
BPWM
316
Badgley Phelps Wealth Managers
Washington
$233K
AIM
317
Alhambra Investment Management
Florida
$233K
RW
318
RVW Wealth
California
$232K
William Blair & Company
319
William Blair & Company
Illinois
$229K
SAW
320
Signal Advisors Wealth
Michigan
$229K
PCIA
321
Prime Capital Investment Advisors
Kansas
$228K
RA
322
RFG Advisory
Alabama
$227K
WCG
323
Weaver Consulting Group
California
$227K
SF
324
Synovus Financial
Georgia
$224K
BAM
325
Berkshire Asset Management
Pennsylvania
$223K