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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
376
Capital Investment Advisory Services
North Carolina
$26.4K
CFD
377
Creative Financial Designs
Indiana
$25.7K -$802 -16 -3%
WWM
378
Wolff Wiese Magana
California
$22.6K
MEG
379
Millstone Evans Group
Colorado
$21.4K
BCWM
380
Bartlett & Co Wealth Management
Ohio
$21.3K
AAS
381
Ameritas Advisory Services
Nebraska
$19.3K +$19.3K +385 New
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$19.1K -$9.22K -184 -33%
AF
383
Advisornet Financial
Minnesota
$17.9K +$50 +1 +0.3%
LWMI
384
Legacy Wealth Management (Idaho)
Idaho
$17.8K
LIS
385
Legacy Investment Solutions
Idaho
$17.8K +$17.8K +355 New
CAM
386
Costello Asset Management
Pennsylvania
$16K +$9.91K +198 +162%
SAM
387
Smartleaf Asset Management
Massachusetts
$15.9K +$250 +5 +2%
RF
388
Roxbury Financial
New Jersey
$15.8K +$100 +2 +0.6%
UCB
389
United Community Bank
South Carolina
$15.6K
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$15K -$18K -360 -55%
BlackRock
391
BlackRock
New York
$13.3K
PWA
392
Physician Wealth Advisors
Utah
$11.9K
QWM
393
Quaker Wealth Management
New Jersey
$11.9K +$11.9K +237 New
FFL
394
Financial Freedom LLC
Ohio
$11.8K
LWA
395
Lowe Wealth Advisors
Maryland
$11.1K
HBW
396
Hazlett, Burt & Watson
West Virginia
$11K +$98 +2 +0.9%
BHWM
397
Beaird Harris Wealth Management
Texas
$10.3K +$10.3K +206 New
AAP
398
Arax Advisory Partners
Colorado
$9.44K +$50 +1 +0.5%
CTC
399
Central Trust Company
Missouri
$8.82K
GIA
400
GHP Investment Advisors
Colorado
$8.62K -$3.66K -73 -30%