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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.08B 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, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$282K
SFI
302
SPC Financial Inc
Maryland
$281K
WFAG
303
Worth Financial Advisory Group
North Carolina
$281K
AOWM
304
Alpha Omega Wealth Management
Virginia
$278K
ATPW
305
Ashton Thomas Private Wealth
Arizona
$278K
FIA
306
Foundations Investment Advisors
Arizona
$274K
CAWM
307
Capital Advisors Wealth Management
Washington
$272K
Neuberger Berman Group
308
Neuberger Berman Group
New York
$270K
CIBC World Market
309
CIBC World Market
Ontario, Canada
$269K
CSA
310
Cottage Street Advisors
Massachusetts
$267K
IRC
311
Investors Research Corp
Georgia
$262K
PFA
312
Portland Financial Advisors
New York
$258K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$255K
TIAA Trust, National Association
314
TIAA Trust, National Association
North Carolina
$253K
DWP
315
Daymark Wealth Partners
Ohio
$253K
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$252K
WAM
317
Weinberger Asset Management
California
$251K
MC
318
Moors & Cabot
Massachusetts
$242K
SFA
319
Sequoia Financial Advisors
Ohio
$241K
SMC
320
Smith, Moore & Co
Missouri
$240K
QWM
321
Quadcap Wealth Management
Texas
$239K
IWC
322
Integrated Wealth Concepts
Massachusetts
$238K
MIM
323
MTM Investment Management
South Carolina
$234K
HIS
324
Harvest Investment Services
Illinois
$227K
BFG
325
Berger Financial Group
Minnesota
$227K