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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
SWA
376
SOA Wealth Advisors
New York
$39.7K
PCTC
377
Perkins Coie Trust Company
Washington
$38.7K
CT
378
Caldwell Trust
Florida
$34K
CFFP
379
Center for Financial Planning
Michigan
$28.9K
ABWM
380
Alpine Bank Wealth Management
Colorado
$27.7K
CIAS
381
Capital Investment Advisory Services
North Carolina
$27.5K
CFD
382
Creative Financial Designs
Indiana
$26.8K
PWA
383
Provenance Wealth Advisors
Florida
$25.9K
CAM
384
Creekmur Asset Management
Illinois
$25.9K
WWM
385
Wolff Wiese Magana
California
$23.5K
Russell Investments Group
386
Russell Investments Group
United Kingdom
$22.7K
NWMP
387
Noble Wealth Management PBC
Colorado
$22.6K
MEG
388
Millstone Evans Group
Colorado
$22.3K
BCWM
389
Bartlett & Co Wealth Management
Ohio
$22.2K
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$19.9K
AF
391
Advisornet Financial
Minnesota
$18.7K
BlackRock
392
BlackRock
New York
$17.6K
RF
393
Roxbury Financial
New Jersey
$16.6K
UCB
394
United Community Bank
South Carolina
$16.3K
SAM
395
Smartleaf Asset Management
Massachusetts
$15.9K
National Bank of Canada
396
National Bank of Canada
Quebec, Canada
$15.7K
BFPW
397
BOK Financial Private Wealth
Colorado
$13.6K
RFA
398
Register Financial Advisors
Georgia
$12.6K
PWA
399
Physician Wealth Advisors
Utah
$12.4K
QWM
400
Quaker Wealth Management
New Jersey
$12.4K