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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$32.6K
CT
377
Caldwell Trust
Florida
$32.2K
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$28K
CFFP
379
Center for Financial Planning
Michigan
$27.3K
NWMP
380
Noble Wealth Management PBC
Colorado
$27.1K
T
381
Tidemark
California
$26.8K
ABWM
382
Alpine Bank Wealth Management
Colorado
$26.2K
CFD
383
Creative Financial Designs
Indiana
$26.2K
CIAS
384
Capital Investment Advisory Services
North Carolina
$26K
AAG
385
Armstrong Advisory Group
Massachusetts
$23K
WWM
386
Wolff Wiese Magana
California
$22.3K
MEG
387
Millstone Evans Group
Colorado
$21.1K
BCWM
388
Bartlett & Co Wealth Management
Ohio
$21K
WBC
389
West Branch Capital
Massachusetts
$18.6K
AF
390
Advisornet Financial
Minnesota
$17.7K
LWMI
391
Legacy Wealth Management (Idaho)
Idaho
$17.6K
RF
392
Roxbury Financial
New Jersey
$16.2K
SAM
393
Smartleaf Asset Management
Massachusetts
$15.4K
UCB
394
United Community Bank
South Carolina
$15.4K
BlackRock
395
BlackRock
New York
$13.2K
GIA
396
GHP Investment Advisors
Colorado
$12.1K
PWA
397
Physician Wealth Advisors
Utah
$11.8K
AssetMark Inc
398
AssetMark Inc
California
$11.7K
FFL
399
Financial Freedom LLC
Ohio
$11.6K
HBW
400
Hazlett, Burt & Watson
West Virginia
$11K