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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
PCIA
326
Prime Capital Investment Advisors
Kansas
$228K
RA
327
RFG Advisory
Alabama
$227K
WCG
328
Weaver Consulting Group
California
$227K
SF
329
Synovus Financial
Georgia
$224K
BAM
330
Berkshire Asset Management
Pennsylvania
$223K
ESB
331
Essex Savings Bank
Connecticut
$220K
MCA
332
Midwest Capital Advisors
Michigan
$219K
CPG
333
Cornerstone Planning Group
New Jersey
$219K
FMTC
334
Farmers & Merchants Trust Company
California
$219K
NFA
335
Northern Financial Advisors
Michigan
$215K
MAM
336
MWA Asset Management
Massachusetts
$211K
KV
337
Kickstand Ventures
New York
$210K
RWA
338
Rooted Wealth Advisors
Illinois
$207K
RIP
339
RAM Investment Partners
Washington
$207K
PWM
340
Perigon Wealth Management
California
$207K
SWA
341
Sightline Wealth Advisors
Connecticut
$207K
MCFP
342
Mallini Complete Financial Planning
Florida
$205K
BAM
343
Bosun Asset Management
Illinois
$204K
EWM
344
Evolution Wealth Management
Florida
$203K
WH
345
Willner & Heller
California
$203K
JPLA
346
Joseph P. Lucia & Associates
New York
$202K
WS
347
Wedbush Securities
California
$201K
MA
348
Montag & Associates
Georgia
$192K
BTD
349
BankPlus Trust Department
Mississippi
$185K
CA
350
CoreCap Advisors
Michigan
$182K