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WisdomTree US MidCap Dividend Fund

428 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 31 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CT
351
Colonial Trust
South Carolina
$103K
SWM
352
Spire Wealth Management
Virginia
$93K
SS
353
SBI Securities
Japan
$88.6K
GEA
354
Glen Eagle Advisors
New Jersey
$80.2K
PFP
355
Pinnacle Financial Partners
Tennessee
$80.1K
BF
356
BOK Financial
Oklahoma
$74.8K
CA
357
Clearstead Advisors
Ohio
$70.8K
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$65.5K
AIP
359
Ameritas Investment Partners
Nebraska
$59.4K
BC
360
Barrett & Company
Rhode Island
$52.6K
MTIC
361
Missouri Trust & Investment Company
Missouri
$51.4K
AssetMark Inc
362
AssetMark Inc
California
$50.9K
FW
363
Fairway Wealth
Ohio
$50.5K
T
364
Transce3nd
Texas
$50.3K
TIM
365
Total Investment Management
Arizona
$50.1K
VNA
366
Valley National Advisers
Pennsylvania
$46K
CFB
367
Cullen/Frost Bankers
Texas
$42.9K
OLVIG
368
Oliver Lagore Vanvalin Investment Group
Michigan
$42.1K
VC
369
Vestor Capital
Illinois
$42K
AG
370
AmeriFlex Group
Nevada
$41K
SWA
371
SOA Wealth Advisors
New York
$37.8K
PCTC
372
Perkins Coie Trust Company
Washington
$37.1K
PWA
373
Provenance Wealth Advisors
Florida
$34K
CT
374
Caldwell Trust
Florida
$32.6K
CAM
375
Creekmur Asset Management
Illinois
$29.5K