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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 153 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
CA
351
CoreCap Advisors
Michigan
$182K
US Bancorp
352
US Bancorp
Minnesota
$177K
VCM
353
Viewpoint Capital Management
Washington
$133K
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$129K
Franklin Resources
355
Franklin Resources
California
$119K
CT
356
Colonial Trust
South Carolina
$108K
KSB
357
Kennebec Savings Bank
Maine
$102K
SWM
358
Spire Wealth Management
Virginia
$97.5K
EWA
359
EverSource Wealth Advisors
Alabama
$94.7K
SS
360
SBI Securities
Japan
$94K
GEA
361
Glen Eagle Advisors
New Jersey
$92.3K
ASN
362
Advisory Services Network
Georgia
$80K
SGK
363
Steigerwald Gordon & Koch
Virginia
$78.5K
BF
364
BOK Financial
Oklahoma
$78K
FC
365
Financial Consulate
Maryland
$74.2K
CA
366
Clearstead Advisors
Ohio
$74K
KFA
367
Kelleher Financial Advisors
New York
$71.8K
RFP
368
Root Financial Partners
California
$62.7K
AIP
369
Ameritas Investment Partners
Nebraska
$58.3K
BC
370
Barrett & Company
Rhode Island
$54.9K
MTIC
371
Missouri Trust & Investment Company
Missouri
$53.6K
FW
372
Fairway Wealth
Ohio
$52.7K
AAS
373
Ameritas Advisory Services
Nebraska
$51K
VNA
374
Valley National Advisers
Pennsylvania
$48K
CFB
375
Cullen/Frost Bankers
Texas
$44.8K