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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
326
Crux Wealth Advisors
California
$225K +$1.55K +31 +0.7%
KV
327
Kickstand Ventures
New York
$225K -$18.6K -372 -8%
BPWM
328
Badgley Phelps Wealth Managers
Washington
$224K
AIM
329
Alhambra Investment Management
Florida
$223K -$1.05K -21 -0.5%
RW
330
RVW Wealth
California
$222K
MAM
331
MWA Asset Management
Massachusetts
$220K +$15.8K +315 +8%
WCG
332
Weaver Consulting Group
California
$217K +$217K +4,339 New
PCIA
333
Prime Capital Investment Advisors
Kansas
$217K +$1.45K +29 +0.7%
SF
334
Synovus Financial
Georgia
$216K +$216K +4,313 New
BAM
335
Berkshire Asset Management
Pennsylvania
$213K
MCA
336
Midwest Capital Advisors
Michigan
$213K -$435K -8,685 -67%
AC
337
Avant Capital
Louisiana
$212K +$551 +11 +0.3%
First Trust Advisors
338
First Trust Advisors
Illinois
$211K +$211K +4,213 New
EWM
339
Evolution Wealth Management
Florida
$211K +$211K +4,211 New
ESB
340
Essex Savings Bank
Connecticut
$210K
FMTC
341
Farmers & Merchants Trust Company
California
$210K
NFA
342
Northern Financial Advisors
Michigan
$206K +$1.35K +27 +0.7%
RSA
343
River Street Advisors
Illinois
$186K +$186K +3,716 New
MA
344
Montag & Associates
Georgia
$184K -$581K -11,588 -76%
CA
345
CoreCap Advisors
Michigan
$178K -$11.8K -236 -6%
BTD
346
BankPlus Trust Department
Mississippi
$177K
US Bancorp
347
US Bancorp
Minnesota
$172K -$6.17K -123 -3%
VCM
348
Viewpoint Capital Management
Washington
$128K
Franklin Resources
349
Franklin Resources
California
$114K
EWA
350
EverSource Wealth Advisors
Alabama
$110K