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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 153 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
Bessemer Group
376
Bessemer Group
New Jersey
$41K
SWA
377
SOA Wealth Advisors
New York
$39.7K
PCTC
378
Perkins Coie Trust Company
Washington
$38.7K
CT
379
Caldwell Trust
Florida
$34K
CFFP
380
Center for Financial Planning
Michigan
$28.9K
ABWM
381
Alpine Bank Wealth Management
Colorado
$27.7K
CIAS
382
Capital Investment Advisory Services
North Carolina
$27.5K
CFD
383
Creative Financial Designs
Indiana
$26.8K
PWA
384
Provenance Wealth Advisors
Florida
$25.9K
CAM
385
Creekmur Asset Management
Illinois
$25.9K
WWM
386
Wolff Wiese Magana
California
$23.5K
Russell Investments Group
387
Russell Investments Group
United Kingdom
$22.7K
NWMP
388
Noble Wealth Management PBC
Colorado
$22.6K
MEG
389
Millstone Evans Group
Colorado
$22.3K
BCWM
390
Bartlett & Co Wealth Management
Ohio
$22.2K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$19.9K
AF
392
Advisornet Financial
Minnesota
$18.7K
BlackRock
393
BlackRock
New York
$17.6K
RF
394
Roxbury Financial
New Jersey
$16.6K
UCB
395
United Community Bank
South Carolina
$16.3K
SAM
396
Smartleaf Asset Management
Massachusetts
$15.9K
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$15.7K
BFPW
398
BOK Financial Private Wealth
Colorado
$13.6K
RFA
399
Register Financial Advisors
Georgia
$12.6K
PWA
400
Physician Wealth Advisors
Utah
$12.4K