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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
DWP
301
Daymark Wealth Partners
Ohio
$289K
CAWM
302
Capital Advisors Wealth Management
Washington
$285K
First Trust Advisors
303
First Trust Advisors
Illinois
$285K
TRCT
304
Tower Research Capital (TRC)
New York
$284K
CIBC World Market
305
CIBC World Market
Ontario, Canada
$279K
CSA
306
Cottage Street Advisors
Massachusetts
$278K
PFA
307
Portland Financial Advisors
New York
$269K
IRC
308
Investors Research Corp
Georgia
$267K
WAM
309
Weinberger Asset Management
California
$257K
SFA
310
Sequoia Financial Advisors
Ohio
$251K
PCP
311
Panoramic Capital Partners
Oregon
$251K
QWM
312
Quadcap Wealth Management
Texas
$251K
SMC
313
Smith, Moore & Co
Missouri
$250K
MC
314
Moors & Cabot
Massachusetts
$250K
Neuberger Berman Group
315
Neuberger Berman Group
New York
$249K
AP
316
Appleton Partners
Massachusetts
$245K
MIM
317
MTM Investment Management
South Carolina
$245K
TIAA Trust, National Association
318
TIAA Trust, National Association
North Carolina
$243K
BFG
319
Berger Financial Group
Minnesota
$242K
AC
320
Avant Capital
Louisiana
$239K
CWA
321
Crux Wealth Advisors
California
$237K
SFI
322
SPC Financial Inc
Maryland
$235K
BPWM
323
Badgley Phelps Wealth Managers
Washington
$233K
AIM
324
Alhambra Investment Management
Florida
$233K
RW
325
RVW Wealth
California
$232K