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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
First Trust Advisors
301
First Trust Advisors
Illinois
$285K
TRCT
302
Tower Research Capital (TRC)
New York
$284K
CIBC World Market
303
CIBC World Market
Ontario, Canada
$279K
CSA
304
Cottage Street Advisors
Massachusetts
$278K
PFA
305
Portland Financial Advisors
New York
$269K
IRC
306
Investors Research Corp
Georgia
$267K
WAM
307
Weinberger Asset Management
California
$257K
SFA
308
Sequoia Financial Advisors
Ohio
$251K
PCP
309
Panoramic Capital Partners
Oregon
$251K
QWM
310
Quadcap Wealth Management
Texas
$251K
SMC
311
Smith, Moore & Co
Missouri
$250K
MC
312
Moors & Cabot
Massachusetts
$250K
Neuberger Berman Group
313
Neuberger Berman Group
New York
$249K
AP
314
Appleton Partners
Massachusetts
$245K
MIM
315
MTM Investment Management
South Carolina
$245K
TIAA Trust, National Association
316
TIAA Trust, National Association
North Carolina
$243K
BFG
317
Berger Financial Group
Minnesota
$242K
AC
318
Avant Capital
Louisiana
$239K
CWA
319
Crux Wealth Advisors
California
$237K
SFI
320
SPC Financial Inc
Maryland
$235K
BPWM
321
Badgley Phelps Wealth Managers
Washington
$233K
AIM
322
Alhambra Investment Management
Florida
$233K
RW
323
RVW Wealth
California
$232K
William Blair & Company
324
William Blair & Company
Illinois
$229K
SAW
325
Signal Advisors Wealth
Michigan
$229K