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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
326
Sequoia Financial Advisors
Ohio
$224K
AIM
327
Alhambra Investment Management
Florida
$221K
CWA
328
Crux Wealth Advisors
California
$221K
BPWM
329
Badgley Phelps Wealth Managers
Washington
$221K
HIS
330
Harvest Investment Services
Illinois
$221K
RW
331
RVW Wealth
California
$219K
RWA
332
Rooted Wealth Advisors
Illinois
$218K
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$216K
PCIA
334
Prime Capital Investment Advisors
Kansas
$213K
AC
335
Avant Capital
Louisiana
$209K
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
NFA
340
Northern Financial Advisors
Michigan
$203K
MAM
341
MWA Asset Management
Massachusetts
$202K
TC
342
TownSquare Capital
Utah
$201K
CA
343
CoreCap Advisors
Michigan
$187K
US Bancorp
344
US Bancorp
Minnesota
$176K
BTD
345
BankPlus Trust Department
Mississippi
$175K
SWM
346
Spire Wealth Management
Virginia
$173K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$171K
CT
348
Colonial Trust
South Carolina
$162K
NP
349
NorthRock Partners
Minnesota
$152K
VCM
350
Viewpoint Capital Management
Washington
$126K