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WisdomTree US MidCap Dividend Fund

426 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
426
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
ABWM
376
Alpine Bank Wealth Management
Colorado
$26.6K
CIAS
377
Capital Investment Advisory Services
North Carolina
$26.4K
CFD
378
Creative Financial Designs
Indiana
$25.7K
CAWM
379
Capital A Wealth Management
Pennsylvania
$23.6K
WWM
380
Wolff Wiese Magana
California
$22.6K
MEG
381
Millstone Evans Group
Colorado
$21.4K
BCWM
382
Bartlett & Co Wealth Management
Ohio
$21.3K
AAS
383
Ameritas Advisory Services
Nebraska
$19.3K
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$19.1K
AF
385
Advisornet Financial
Minnesota
$17.9K
LWMI
386
Legacy Wealth Management (Idaho)
Idaho
$17.8K
LIS
387
Legacy Investment Solutions
Idaho
$17.8K
CAM
388
Costello Asset Management
Pennsylvania
$16K
SAM
389
Smartleaf Asset Management
Massachusetts
$15.9K
RF
390
Roxbury Financial
New Jersey
$15.8K
UCB
391
United Community Bank
South Carolina
$15.6K
National Bank of Canada
392
National Bank of Canada
Quebec, Canada
$15K
BlackRock
393
BlackRock
New York
$13.3K
PWA
394
Physician Wealth Advisors
Utah
$11.9K
QWM
395
Quaker Wealth Management
New Jersey
$11.9K
FFL
396
Financial Freedom LLC
Ohio
$11.8K
LWA
397
Lowe Wealth Advisors
Maryland
$11.1K
HBW
398
Hazlett, Burt & Watson
West Virginia
$11K
BHWM
399
Beaird Harris Wealth Management
Texas
$10.3K
SVCP
400
Silicon Valley Capital Partners
California
$10K