DON icon

WisdomTree US MidCap Dividend Fund

428 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, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
BTD
351
BankPlus Trust Department
Mississippi
$185K
CA
352
CoreCap Advisors
Michigan
$182K
US Bancorp
353
US Bancorp
Minnesota
$177K
VCM
354
Viewpoint Capital Management
Washington
$133K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$129K
Franklin Resources
356
Franklin Resources
California
$119K
CT
357
Colonial Trust
South Carolina
$108K
KSB
358
Kennebec Savings Bank
Maine
$102K
SWM
359
Spire Wealth Management
Virginia
$97.5K
EWA
360
EverSource Wealth Advisors
Alabama
$94.7K
SS
361
SBI Securities
Japan
$94K
GEA
362
Glen Eagle Advisors
New Jersey
$92.3K
ASN
363
Advisory Services Network
Georgia
$80K
SGK
364
Steigerwald Gordon & Koch
Virginia
$78.5K
BF
365
BOK Financial
Oklahoma
$78K
FC
366
Financial Consulate
Maryland
$74.2K
CA
367
Clearstead Advisors
Ohio
$74K
KFA
368
Kelleher Financial Advisors
New York
$71.8K
RFP
369
Root Financial Partners
California
$62.7K
AIP
370
Ameritas Investment Partners
Nebraska
$58.3K
BC
371
Barrett & Company
Rhode Island
$54.9K
MTIC
372
Missouri Trust & Investment Company
Missouri
$53.6K
FW
373
Fairway Wealth
Ohio
$52.7K
AAS
374
Ameritas Advisory Services
Nebraska
$51K
VNA
375
Valley National Advisers
Pennsylvania
$48K