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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
BFG
326
Berger Financial Group
Minnesota
$227K
CWA
327
Crux Wealth Advisors
California
$225K
KV
328
Kickstand Ventures
New York
$225K
BPWM
329
Badgley Phelps Wealth Managers
Washington
$224K
AIM
330
Alhambra Investment Management
Florida
$223K
RW
331
RVW Wealth
California
$222K
MAM
332
MWA Asset Management
Massachusetts
$220K
WCG
333
Weaver Consulting Group
California
$217K
PCIA
334
Prime Capital Investment Advisors
Kansas
$217K
SF
335
Synovus Financial
Georgia
$216K
BAM
336
Berkshire Asset Management
Pennsylvania
$213K
MCA
337
Midwest Capital Advisors
Michigan
$213K
AC
338
Avant Capital
Louisiana
$212K
First Trust Advisors
339
First Trust Advisors
Illinois
$211K
EWM
340
Evolution Wealth Management
Florida
$211K
ESB
341
Essex Savings Bank
Connecticut
$210K
FMTC
342
Farmers & Merchants Trust Company
California
$210K
NFA
343
Northern Financial Advisors
Michigan
$206K
RSA
344
River Street Advisors
Illinois
$186K
MA
345
Montag & Associates
Georgia
$184K
CA
346
CoreCap Advisors
Michigan
$178K
BTD
347
BankPlus Trust Department
Mississippi
$177K
US Bancorp
348
US Bancorp
Minnesota
$172K
VCM
349
Viewpoint Capital Management
Washington
$128K
Franklin Resources
350
Franklin Resources
California
$114K