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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
351
PSI Advisors
Florida
$123K -$13K -262 -10%
Franklin Resources
352
Franklin Resources
California
$113K -$2.58K -52 -2%
EWA
353
EverSource Wealth Advisors
Alabama
$109K +$19.3K +389 +21%
SS
354
SBI Securities
Japan
$87.5K -$446 -9 -0.5%
PFP
355
Pinnacle Financial Partners
Tennessee
$81.5K
GEA
356
Glen Eagle Advisors
New Jersey
$78.7K +$396 +8 +0.5%
BF
357
BOK Financial
Oklahoma
$73.9K
FFA
358
Farther Finance Advisors
California
$69.7K +$28.4K +572 +69%
CA
359
Clearstead Advisors
Ohio
$67.3K +$50 +1 +0.1%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$64.7K +$64.7K +1,307 New
S
361
SignatureFD
Georgia
$60K
AIP
362
Ameritas Investment Partners
Nebraska
$58.7K -$2.97K -60 -5%
CCM
363
Chilton Capital Management
Texas
$55.2K +$55.2K +1,115 New
SIM
364
Synergy Investment Management
Florida
$53.4K +$3.91K +79 +8%
BC
365
Barrett & Company
Rhode Island
$52K
MTIC
366
Missouri Trust & Investment Company
Missouri
$50.8K
T
367
Transce3nd
Texas
$50.5K -$17.7K -358 -26%
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 +$50 +1 +0.1%
SWA
373
SOA Wealth Advisors
New York
$37.1K +$198 +4 +0.5%
PCTC
374
Perkins Coie Trust Company
Washington
$36.6K
CAM
375
Creekmur Asset Management
Illinois
$34.9K +$50 +1 +0.1%