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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
EFA
301
Edge Financial Advisors
Illinois
$278K -$23K -465 -8%
SFI
302
SPC Financial Inc
Maryland
$277K
WFAG
303
Worth Financial Advisory Group
North Carolina
$277K +$7.78K +157 +3%
AOWM
304
Alpha Omega Wealth Management
Virginia
$270K +$30.9K +624 +13%
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$265K -$19.1K -386 -7%
IRC
306
Investors Research Corp
Georgia
$265K -$17.1K -345 -6%
CSA
307
Cottage Street Advisors
Massachusetts
$264K
WAM
308
Weinberger Asset Management
California
$261K -$34.7K -701 -12%
MC
309
Moors & Cabot
Massachusetts
$255K +$3.27K +66 +1%
PFA
310
Portland Financial Advisors
New York
$254K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$249K +$17.8K +360 +8%
DWP
312
Daymark Wealth Partners
Ohio
$249K +$792 +16 +0.3%
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$247K -$12.2K -246 -5%
FA
314
FSA Advisors
Michigan
$247K -$164K -3,312 -40%
CAWM
315
Capital Advisors Wealth Management
Washington
$244K +$941 +19 +0.4%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$243K -$648K -13,093 -73%
Neuberger Berman Group
317
Neuberger Berman Group
New York
$243K -$9.9K -200 -4%
KV
318
Kickstand Ventures
New York
$240K -$842 -17 -0.3%
SMC
319
Smith, Moore & Co
Missouri
$238K +$396 +8 +0.2%
QWM
320
Quadcap Wealth Management
Texas
$235K +$941 +19 +0.4%
HP
321
Holistic Planning
Texas
$235K
MIM
322
MTM Investment Management
South Carolina
$232K
IWC
323
Integrated Wealth Concepts
Massachusetts
$229K -$127K -2,559 -36%
BJL
324
Brighton Jones LLC
Washington
$225K +$50 +1 +0%
BFG
325
Berger Financial Group
Minnesota
$224K +$50 +1 +0%