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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B 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, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
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
CAM
376
Creekmur Asset Management
Illinois
$29.5K
CFFP
377
Center for Financial Planning
Michigan
$27.7K
ABWM
378
Alpine Bank Wealth Management
Colorado
$26.6K
CIAS
379
Capital Investment Advisory Services
North Carolina
$26.4K
CFD
380
Creative Financial Designs
Indiana
$25.7K
CAWM
381
Capital A Wealth Management
Pennsylvania
$23.6K
WWM
382
Wolff Wiese Magana
California
$22.6K
MEG
383
Millstone Evans Group
Colorado
$21.4K
BCWM
384
Bartlett & Co Wealth Management
Ohio
$21.3K
AAS
385
Ameritas Advisory Services
Nebraska
$19.3K
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$19.1K
AF
387
Advisornet Financial
Minnesota
$17.9K
LWMI
388
Legacy Wealth Management (Idaho)
Idaho
$17.8K
LIS
389
Legacy Investment Solutions
Idaho
$17.8K
CAM
390
Costello Asset Management
Pennsylvania
$16K
SAM
391
Smartleaf Asset Management
Massachusetts
$15.9K
RF
392
Roxbury Financial
New Jersey
$15.8K
UCB
393
United Community Bank
South Carolina
$15.6K
National Bank of Canada
394
National Bank of Canada
Quebec, Canada
$15K
BlackRock
395
BlackRock
New York
$13.3K
PWA
396
Physician Wealth Advisors
Utah
$11.9K
QWM
397
Quaker Wealth Management
New Jersey
$11.9K
FFL
398
Financial Freedom LLC
Ohio
$11.8K
LWA
399
Lowe Wealth Advisors
Maryland
$11.1K
HBW
400
Hazlett, Burt & Watson
West Virginia
$11K