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WisdomTree US MidCap Dividend Fund

428 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, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
William Blair & Company
326
William Blair & Company
Illinois
$229K
SAW
327
Signal Advisors Wealth
Michigan
$229K
PCIA
328
Prime Capital Investment Advisors
Kansas
$228K
RA
329
RFG Advisory
Alabama
$227K
WCG
330
Weaver Consulting Group
California
$227K
SF
331
Synovus Financial
Georgia
$224K
BAM
332
Berkshire Asset Management
Pennsylvania
$223K
ESB
333
Essex Savings Bank
Connecticut
$220K
MCA
334
Midwest Capital Advisors
Michigan
$219K
CPG
335
Cornerstone Planning Group
New Jersey
$219K
FMTC
336
Farmers & Merchants Trust Company
California
$219K
NFA
337
Northern Financial Advisors
Michigan
$215K
MAM
338
MWA Asset Management
Massachusetts
$211K
KV
339
Kickstand Ventures
New York
$210K
RWA
340
Rooted Wealth Advisors
Illinois
$207K
RIP
341
RAM Investment Partners
Washington
$207K
PWM
342
Perigon Wealth Management
California
$207K
SWA
343
Sightline Wealth Advisors
Connecticut
$207K
MCFP
344
Mallini Complete Financial Planning
Florida
$205K
BAM
345
Bosun Asset Management
Illinois
$204K
EWM
346
Evolution Wealth Management
Florida
$203K
WH
347
Willner & Heller
California
$203K
JPLA
348
Joseph P. Lucia & Associates
New York
$202K
WS
349
Wedbush Securities
California
$201K
MA
350
Montag & Associates
Georgia
$192K