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WisdomTree US MidCap Dividend Fund

427 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, 153 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
CAWM
301
Capital Advisors Wealth Management
Washington
$285K
First Trust Advisors
302
First Trust Advisors
Illinois
$285K
TRCT
303
Tower Research Capital (TRC)
New York
$284K
CIBC World Market
304
CIBC World Market
Ontario, Canada
$279K
CSA
305
Cottage Street Advisors
Massachusetts
$278K
PFA
306
Portland Financial Advisors
New York
$269K
IRC
307
Investors Research Corp
Georgia
$267K
WAM
308
Weinberger Asset Management
California
$257K
SFA
309
Sequoia Financial Advisors
Ohio
$251K
PCP
310
Panoramic Capital Partners
Oregon
$251K
QWM
311
Quadcap Wealth Management
Texas
$251K
SMC
312
Smith, Moore & Co
Missouri
$250K
MC
313
Moors & Cabot
Massachusetts
$250K
Neuberger Berman Group
314
Neuberger Berman Group
New York
$249K
AP
315
Appleton Partners
Massachusetts
$245K
MIM
316
MTM Investment Management
South Carolina
$245K
TIAA Trust, National Association
317
TIAA Trust, National Association
North Carolina
$243K
BFG
318
Berger Financial Group
Minnesota
$242K
AC
319
Avant Capital
Louisiana
$239K
CWA
320
Crux Wealth Advisors
California
$237K
SFI
321
SPC Financial Inc
Maryland
$235K
BPWM
322
Badgley Phelps Wealth Managers
Washington
$233K
AIM
323
Alhambra Investment Management
Florida
$233K
RW
324
RVW Wealth
California
$232K
William Blair & Company
325
William Blair & Company
Illinois
$229K