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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
ESB
326
Essex Savings Bank
Connecticut
$220K
MCA
327
Midwest Capital Advisors
Michigan
$219K
CPG
328
Cornerstone Planning Group
New Jersey
$219K
FMTC
329
Farmers & Merchants Trust Company
California
$219K
NFA
330
Northern Financial Advisors
Michigan
$215K
MAM
331
MWA Asset Management
Massachusetts
$211K
KV
332
Kickstand Ventures
New York
$210K
RWA
333
Rooted Wealth Advisors
Illinois
$207K
RIP
334
RAM Investment Partners
Washington
$207K
PWM
335
Perigon Wealth Management
California
$207K
SWA
336
Sightline Wealth Advisors
Connecticut
$207K
MCFP
337
Mallini Complete Financial Planning
Florida
$205K
BAM
338
Bosun Asset Management
Illinois
$204K
EWM
339
Evolution Wealth Management
Florida
$203K
WH
340
Willner & Heller
California
$203K
JPLA
341
Joseph P. Lucia & Associates
New York
$202K
WS
342
Wedbush Securities
California
$201K
MA
343
Montag & Associates
Georgia
$192K
BTD
344
BankPlus Trust Department
Mississippi
$185K
CA
345
CoreCap Advisors
Michigan
$182K
US Bancorp
346
US Bancorp
Minnesota
$177K
VCM
347
Viewpoint Capital Management
Washington
$133K
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$129K
Franklin Resources
349
Franklin Resources
California
$119K
CT
350
Colonial Trust
South Carolina
$108K