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WisdomTree US MidCap Dividend Fund

428 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 31 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CFFP
376
Center for Financial Planning
Michigan
$27.7K
ABWM
377
Alpine Bank Wealth Management
Colorado
$26.6K
CIAS
378
Capital Investment Advisory Services
North Carolina
$26.4K
CFD
379
Creative Financial Designs
Indiana
$25.7K
CAWM
380
Capital A Wealth Management
Pennsylvania
$23.6K
WWM
381
Wolff Wiese Magana
California
$22.6K
MEG
382
Millstone Evans Group
Colorado
$21.4K
BCWM
383
Bartlett & Co Wealth Management
Ohio
$21.3K
AAS
384
Ameritas Advisory Services
Nebraska
$19.3K
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$19.1K
AF
386
Advisornet Financial
Minnesota
$17.9K
LWMI
387
Legacy Wealth Management (Idaho)
Idaho
$17.8K
LIS
388
Legacy Investment Solutions
Idaho
$17.8K
CAM
389
Costello Asset Management
Pennsylvania
$16K
SAM
390
Smartleaf Asset Management
Massachusetts
$15.9K
RF
391
Roxbury Financial
New Jersey
$15.8K
UCB
392
United Community Bank
South Carolina
$15.6K
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$15K
BlackRock
394
BlackRock
New York
$13.3K
PWA
395
Physician Wealth Advisors
Utah
$11.9K
QWM
396
Quaker Wealth Management
New Jersey
$11.9K
FFL
397
Financial Freedom LLC
Ohio
$11.8K
LWA
398
Lowe Wealth Advisors
Maryland
$11.1K
HBW
399
Hazlett, Burt & Watson
West Virginia
$11K
BHWM
400
Beaird Harris Wealth Management
Texas
$10.3K