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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$32.6K
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$28K
CFFP
378
Center for Financial Planning
Michigan
$27.3K +$27.3K +552 New
NWMP
379
Noble Wealth Management PBC
Colorado
$27.1K
T
380
Tidemark
California
$26.8K -$13.4K -270 -33%
ABWM
381
Alpine Bank Wealth Management
Colorado
$26.2K +$26.2K +530 New
CFD
382
Creative Financial Designs
Indiana
$26.2K -$15.4K -310 -37%
CIAS
383
Capital Investment Advisory Services
North Carolina
$26K
AAG
384
Armstrong Advisory Group
Massachusetts
$23K
WWM
385
Wolff Wiese Magana
California
$22.3K
MEG
386
Millstone Evans Group
Colorado
$21.1K
BCWM
387
Bartlett & Co Wealth Management
Ohio
$21K
WBC
388
West Branch Capital
Massachusetts
$18.6K +$18.6K +375 New
AF
389
Advisornet Financial
Minnesota
$17.7K
LWMI
390
Legacy Wealth Management (Idaho)
Idaho
$17.6K
RF
391
Roxbury Financial
New Jersey
$16.2K +$52 +1 +0.3%
SAM
392
Smartleaf Asset Management
Massachusetts
$15.4K +$737 +15 +5%
UCB
393
United Community Bank
South Carolina
$15.4K
BlackRock
394
BlackRock
New York
$13.2K
GIA
395
GHP Investment Advisors
Colorado
$12.1K
PWA
396
Physician Wealth Advisors
Utah
$11.8K
AssetMark Inc
397
AssetMark Inc
California
$11.7K
FFL
398
Financial Freedom LLC
Ohio
$11.6K
HBW
399
Hazlett, Burt & Watson
West Virginia
$11K +$49 +1 +0.5%
LWA
400
Lowe Wealth Advisors
Maryland
$11K