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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
326
Sequoia Financial Advisors
Ohio
$224K
AIM
327
Alhambra Investment Management
Florida
$221K
CWA
328
Crux Wealth Advisors
California
$221K +$1.14K +23 +0.5%
BPWM
329
Badgley Phelps Wealth Managers
Washington
$221K +$221K +4,464 New
HIS
330
Harvest Investment Services
Illinois
$221K +$198 +4 +0.1%
RW
331
RVW Wealth
California
$219K
RWA
332
Rooted Wealth Advisors
Illinois
$218K +$104K +4,852 +91%
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$39.1K -790 -15%
PCIA
334
Prime Capital Investment Advisors
Kansas
$213K +$1.09K +22 +0.5%
AC
335
Avant Capital
Louisiana
$209K +$446 +9 +0.2%
ESB
336
Essex Savings Bank
Connecticut
$208K
FMTC
337
Farmers & Merchants Trust Company
California
$207K
BAM
338
Berkshire Asset Management
Pennsylvania
$206K
RWM
339
Ritholtz Wealth Management
New York
$203K -$34.1K -688 -14%
NFA
340
Northern Financial Advisors
Michigan
$203K +$1.09K +22 +0.5%
MAM
341
MWA Asset Management
Massachusetts
$202K
TC
342
TownSquare Capital
Utah
$201K -$14.2K -287 -7%
CA
343
CoreCap Advisors
Michigan
$187K +$17.1K +346 +10%
US Bancorp
344
US Bancorp
Minnesota
$176K +$5.35K +108 +3%
BTD
345
BankPlus Trust Department
Mississippi
$175K -$6.88K -139 -4%
SWM
346
Spire Wealth Management
Virginia
$173K +$347 +7 +0.2%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$171K -$18.8K -434 -10%
CT
348
Colonial Trust
South Carolina
$162K -$105K -2,136 -39%
NP
349
NorthRock Partners
Minnesota
$152K +$114K +2,300 +295%
VCM
350
Viewpoint Capital Management
Washington
$126K