DON icon

WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
US Bancorp
351
US Bancorp
Minnesota
$177K
VCM
352
Viewpoint Capital Management
Washington
$133K
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$129K
Franklin Resources
354
Franklin Resources
California
$119K
CT
355
Colonial Trust
South Carolina
$108K
KSB
356
Kennebec Savings Bank
Maine
$102K
SWM
357
Spire Wealth Management
Virginia
$97.5K
EWA
358
EverSource Wealth Advisors
Alabama
$94.7K
SS
359
SBI Securities
Japan
$94K
GEA
360
Glen Eagle Advisors
New Jersey
$92.3K
ASN
361
Advisory Services Network
Georgia
$80K
SGK
362
Steigerwald Gordon & Koch
Virginia
$78.5K
BF
363
BOK Financial
Oklahoma
$78K
FC
364
Financial Consulate
Maryland
$74.2K
CA
365
Clearstead Advisors
Ohio
$74K
KFA
366
Kelleher Financial Advisors
New York
$71.8K
RFP
367
Root Financial Partners
California
$62.7K
AIP
368
Ameritas Investment Partners
Nebraska
$58.3K
BC
369
Barrett & Company
Rhode Island
$54.9K
MTIC
370
Missouri Trust & Investment Company
Missouri
$53.6K
FW
371
Fairway Wealth
Ohio
$52.7K
AAS
372
Ameritas Advisory Services
Nebraska
$51K
VNA
373
Valley National Advisers
Pennsylvania
$48K
CFB
374
Cullen/Frost Bankers
Texas
$44.8K
Bessemer Group
375
Bessemer Group
New Jersey
$41K