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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CT
351
Colonial Trust
South Carolina
$103K -$61.3K -1,226 -37%
SWM
352
Spire Wealth Management
Virginia
$93K -$81.8K -1,631 -47%
SS
353
SBI Securities
Japan
$88.6K
GEA
354
Glen Eagle Advisors
New Jersey
$80.2K +$501 +10 +0.6%
BF
355
BOK Financial
Oklahoma
$74.8K
CA
356
Clearstead Advisors
Ohio
$70.8K +$2.76K +55 +4%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$65.5K
AIP
358
Ameritas Investment Partners
Nebraska
$59.4K
BC
359
Barrett & Company
Rhode Island
$52.6K
MTIC
360
Missouri Trust & Investment Company
Missouri
$51.4K
AssetMark Inc
361
AssetMark Inc
California
$50.9K +$39K +778 +328%
FW
362
Fairway Wealth
Ohio
$50.5K
T
363
Transce3nd
Texas
$50.3K -$802 -16 -2%
TIM
364
Total Investment Management
Arizona
$50.1K +$50.1K +1,000 New
VNA
365
Valley National Advisers
Pennsylvania
$46K
CFB
366
Cullen/Frost Bankers
Texas
$42.9K +$50 +1 +0.1%
OLVIG
367
Oliver Lagore Vanvalin Investment Group
Michigan
$42.1K +$42.1K +851 New
VC
368
Vestor Capital
Illinois
$42K -$2.06M -64,721 -98%
AG
369
AmeriFlex Group
Nevada
$41K
SWA
370
SOA Wealth Advisors
New York
$37.8K +$251 +5 +0.7%
PCTC
371
Perkins Coie Trust Company
Washington
$37.1K
PWA
372
Provenance Wealth Advisors
Florida
$34K -$14.9K -298 -31%
CAM
373
Creekmur Asset Management
Illinois
$29.5K -$5.81K -116 -16%
CFFP
374
Center for Financial Planning
Michigan
$27.7K
ABWM
375
Alpine Bank Wealth Management
Colorado
$26.6K