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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
PSI Advisors
Florida
$123K
Franklin Resources
352
Franklin Resources
California
$113K
EWA
353
EverSource Wealth Advisors
Alabama
$109K
SS
354
SBI Securities
Japan
$87.5K
PFP
355
Pinnacle Financial Partners
Tennessee
$81.5K
GEA
356
Glen Eagle Advisors
New Jersey
$78.7K
BF
357
BOK Financial
Oklahoma
$73.9K
FFA
358
Farther Finance Advisors
California
$69.7K
CA
359
Clearstead Advisors
Ohio
$67.3K
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$64.7K
S
361
SignatureFD
Georgia
$60K
AIP
362
Ameritas Investment Partners
Nebraska
$58.7K
CCM
363
Chilton Capital Management
Texas
$55.2K
SIM
364
Synergy Investment Management
Florida
$53.4K
BC
365
Barrett & Company
Rhode Island
$52K
MTIC
366
Missouri Trust & Investment Company
Missouri
$50.8K
T
367
Transce3nd
Texas
$50.5K
FW
368
Fairway Wealth
Ohio
$49.9K
PWA
369
Provenance Wealth Advisors
Florida
$48.4K
VNA
370
Valley National Advisers
Pennsylvania
$46K
CFB
371
Cullen/Frost Bankers
Texas
$42.4K
AG
372
AmeriFlex Group
Nevada
$40.7K
SWA
373
SOA Wealth Advisors
New York
$37.1K
PCTC
374
Perkins Coie Trust Company
Washington
$36.6K
CAM
375
Creekmur Asset Management
Illinois
$34.9K