DON icon

WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
CIAS
376
Capital Investment Advisory Services
North Carolina
$27.5K
CFD
377
Creative Financial Designs
Indiana
$26.8K
PWA
378
Provenance Wealth Advisors
Florida
$25.9K
CAM
379
Creekmur Asset Management
Illinois
$25.9K
WWM
380
Wolff Wiese Magana
California
$23.5K
Russell Investments Group
381
Russell Investments Group
United Kingdom
$22.7K
MEG
382
Millstone Evans Group
Colorado
$22.3K
BCWM
383
Bartlett & Co Wealth Management
Ohio
$22.2K
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$19.9K
AF
385
Advisornet Financial
Minnesota
$18.7K
BlackRock
386
BlackRock
New York
$17.6K
RF
387
Roxbury Financial
New Jersey
$16.6K
UCB
388
United Community Bank
South Carolina
$16.3K
SAM
389
Smartleaf Asset Management
Massachusetts
$15.9K
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$15.7K
BFPW
391
BOK Financial Private Wealth
Colorado
$13.6K
RFA
392
Register Financial Advisors
Georgia
$12.6K
PWA
393
Physician Wealth Advisors
Utah
$12.4K
QWM
394
Quaker Wealth Management
New Jersey
$12.4K
FFL
395
Financial Freedom LLC
Ohio
$12.3K
TCM
396
Triumph Capital Management
Colorado
$12.1K
HBW
397
Hazlett, Burt & Watson
West Virginia
$12K
LWA
398
Lowe Wealth Advisors
Maryland
$11.6K
CAM
399
Costello Asset Management
Pennsylvania
$11.4K
BHWM
400
Beaird Harris Wealth Management
Texas
$10.8K