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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
301
Edge Financial Advisors
Illinois
$278K
SFI
302
SPC Financial Inc
Maryland
$277K
WFAG
303
Worth Financial Advisory Group
North Carolina
$277K
AOWM
304
Alpha Omega Wealth Management
Virginia
$270K
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$265K
IRC
306
Investors Research Corp
Georgia
$265K
CSA
307
Cottage Street Advisors
Massachusetts
$264K
WAM
308
Weinberger Asset Management
California
$261K
MC
309
Moors & Cabot
Massachusetts
$255K
PFA
310
Portland Financial Advisors
New York
$254K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$249K
DWP
312
Daymark Wealth Partners
Ohio
$249K
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$247K
FA
314
FSA Advisors
Michigan
$247K
CAWM
315
Capital Advisors Wealth Management
Washington
$244K
CIBC World Market
316
CIBC World Market
Ontario, Canada
$243K
Neuberger Berman Group
317
Neuberger Berman Group
New York
$243K
KV
318
Kickstand Ventures
New York
$240K
SMC
319
Smith, Moore & Co
Missouri
$238K
QWM
320
Quadcap Wealth Management
Texas
$235K
HP
321
Holistic Planning
Texas
$235K
MIM
322
MTM Investment Management
South Carolina
$232K
IWC
323
Integrated Wealth Concepts
Massachusetts
$229K
BJL
324
Brighton Jones LLC
Washington
$225K
BFG
325
Berger Financial Group
Minnesota
$224K