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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
KSB
351
Kennebec Savings Bank
Maine
$102K
SWM
352
Spire Wealth Management
Virginia
$97.5K
EWA
353
EverSource Wealth Advisors
Alabama
$94.7K
SS
354
SBI Securities
Japan
$94K
GEA
355
Glen Eagle Advisors
New Jersey
$92.3K
ASN
356
Advisory Services Network
Georgia
$80K
SGK
357
Steigerwald Gordon & Koch
Virginia
$78.5K
BF
358
BOK Financial
Oklahoma
$78K
FC
359
Financial Consulate
Maryland
$74.2K
CA
360
Clearstead Advisors
Ohio
$74K
KFA
361
Kelleher Financial Advisors
New York
$71.8K
RFP
362
Root Financial Partners
California
$62.7K
AIP
363
Ameritas Investment Partners
Nebraska
$58.3K
BC
364
Barrett & Company
Rhode Island
$54.9K
MTIC
365
Missouri Trust & Investment Company
Missouri
$53.6K
FW
366
Fairway Wealth
Ohio
$52.7K
AAS
367
Ameritas Advisory Services
Nebraska
$51K
VNA
368
Valley National Advisers
Pennsylvania
$48K
CFB
369
Cullen/Frost Bankers
Texas
$44.8K
Bessemer Group
370
Bessemer Group
New Jersey
$41K
SWA
371
SOA Wealth Advisors
New York
$39.7K
PCTC
372
Perkins Coie Trust Company
Washington
$38.7K
CT
373
Caldwell Trust
Florida
$34K
CFFP
374
Center for Financial Planning
Michigan
$28.9K
ABWM
375
Alpine Bank Wealth Management
Colorado
$27.7K