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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.08B 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, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
CWA
326
Crux Wealth Advisors
California
$225K
KV
327
Kickstand Ventures
New York
$225K
BPWM
328
Badgley Phelps Wealth Managers
Washington
$224K
AIM
329
Alhambra Investment Management
Florida
$223K
RW
330
RVW Wealth
California
$222K
MAM
331
MWA Asset Management
Massachusetts
$220K
WCG
332
Weaver Consulting Group
California
$217K
PCIA
333
Prime Capital Investment Advisors
Kansas
$217K
SF
334
Synovus Financial
Georgia
$216K
BAM
335
Berkshire Asset Management
Pennsylvania
$213K
MCA
336
Midwest Capital Advisors
Michigan
$213K
AC
337
Avant Capital
Louisiana
$212K
First Trust Advisors
338
First Trust Advisors
Illinois
$211K
EWM
339
Evolution Wealth Management
Florida
$211K
ESB
340
Essex Savings Bank
Connecticut
$210K
FMTC
341
Farmers & Merchants Trust Company
California
$210K
NFA
342
Northern Financial Advisors
Michigan
$206K
RSA
343
River Street Advisors
Illinois
$186K
MA
344
Montag & Associates
Georgia
$184K
CA
345
CoreCap Advisors
Michigan
$178K
BTD
346
BankPlus Trust Department
Mississippi
$177K
US Bancorp
347
US Bancorp
Minnesota
$172K
VCM
348
Viewpoint Capital Management
Washington
$128K
Franklin Resources
349
Franklin Resources
California
$114K
EWA
350
EverSource Wealth Advisors
Alabama
$110K