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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
EFA
301
Edge Financial Advisors
Illinois
$283K
CAGAS
302
Capital Advisory Group Advisory Services
Minnesota
$282K
SFI
303
SPC Financial Inc
Maryland
$281K
WFAG
304
Worth Financial Advisory Group
North Carolina
$281K
AOWM
305
Alpha Omega Wealth Management
Virginia
$278K
ATPW
306
Ashton Thomas Private Wealth
Arizona
$278K
FIA
307
Foundations Investment Advisors
Arizona
$274K
CAWM
308
Capital Advisors Wealth Management
Washington
$272K
Neuberger Berman Group
309
Neuberger Berman Group
New York
$270K
CIBC World Market
310
CIBC World Market
Ontario, Canada
$269K
CSA
311
Cottage Street Advisors
Massachusetts
$267K
IRC
312
Investors Research Corp
Georgia
$262K
PFA
313
Portland Financial Advisors
New York
$258K
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$255K
TIAA Trust, National Association
315
TIAA Trust, National Association
North Carolina
$253K
DWP
316
Daymark Wealth Partners
Ohio
$253K
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$252K
WAM
318
Weinberger Asset Management
California
$251K
MC
319
Moors & Cabot
Massachusetts
$242K
SFA
320
Sequoia Financial Advisors
Ohio
$241K
SMC
321
Smith, Moore & Co
Missouri
$240K
QWM
322
Quadcap Wealth Management
Texas
$239K
IWC
323
Integrated Wealth Concepts
Massachusetts
$238K
MIM
324
MTM Investment Management
South Carolina
$234K
HIS
325
Harvest Investment Services
Illinois
$227K