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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 153 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
SAW
326
Signal Advisors Wealth
Michigan
$229K
PCIA
327
Prime Capital Investment Advisors
Kansas
$228K
RA
328
RFG Advisory
Alabama
$227K
WCG
329
Weaver Consulting Group
California
$227K
SF
330
Synovus Financial
Georgia
$224K
BAM
331
Berkshire Asset Management
Pennsylvania
$223K
ESB
332
Essex Savings Bank
Connecticut
$220K
MCA
333
Midwest Capital Advisors
Michigan
$219K
CPG
334
Cornerstone Planning Group
New Jersey
$219K
FMTC
335
Farmers & Merchants Trust Company
California
$219K
NFA
336
Northern Financial Advisors
Michigan
$215K
MAM
337
MWA Asset Management
Massachusetts
$211K
KV
338
Kickstand Ventures
New York
$210K
RWA
339
Rooted Wealth Advisors
Illinois
$207K
RIP
340
RAM Investment Partners
Washington
$207K
PWM
341
Perigon Wealth Management
California
$207K
SWA
342
Sightline Wealth Advisors
Connecticut
$207K
MCFP
343
Mallini Complete Financial Planning
Florida
$205K
BAM
344
Bosun Asset Management
Illinois
$204K
EWM
345
Evolution Wealth Management
Florida
$203K
WH
346
Willner & Heller
California
$203K
JPLA
347
Joseph P. Lucia & Associates
New York
$202K
WS
348
Wedbush Securities
California
$201K
MA
349
Montag & Associates
Georgia
$192K
BTD
350
BankPlus Trust Department
Mississippi
$185K