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WisdomTree US MidCap Dividend Fund

428 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, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
CFB
376
Cullen/Frost Bankers
Texas
$44.8K
Bessemer Group
377
Bessemer Group
New Jersey
$41K
SWA
378
SOA Wealth Advisors
New York
$39.7K
PCTC
379
Perkins Coie Trust Company
Washington
$38.7K
CT
380
Caldwell Trust
Florida
$34K
CFFP
381
Center for Financial Planning
Michigan
$28.9K
ABWM
382
Alpine Bank Wealth Management
Colorado
$27.7K
CIAS
383
Capital Investment Advisory Services
North Carolina
$27.5K
CFD
384
Creative Financial Designs
Indiana
$26.8K
PWA
385
Provenance Wealth Advisors
Florida
$25.9K
CAM
386
Creekmur Asset Management
Illinois
$25.9K
WWM
387
Wolff Wiese Magana
California
$23.5K
Russell Investments Group
388
Russell Investments Group
United Kingdom
$22.7K
NWMP
389
Noble Wealth Management PBC
Colorado
$22.6K
MEG
390
Millstone Evans Group
Colorado
$22.3K
BCWM
391
Bartlett & Co Wealth Management
Ohio
$22.2K
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$19.9K
AF
393
Advisornet Financial
Minnesota
$18.7K
BlackRock
394
BlackRock
New York
$17.6K
RF
395
Roxbury Financial
New Jersey
$16.6K
UCB
396
United Community Bank
South Carolina
$16.3K
SAM
397
Smartleaf Asset Management
Massachusetts
$15.9K
National Bank of Canada
398
National Bank of Canada
Quebec, Canada
$15.7K
BFPW
399
BOK Financial Private Wealth
Colorado
$13.6K
RFA
400
Register Financial Advisors
Georgia
$12.6K