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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
401
Pacifica Partners
Canada
$8.3K
BIG
402
Brooklyn Investment Group
New York
$8.12K
BCMLT
403
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.94K +$1.45K +29 +22%
IWM
404
Inlight Wealth Management
Georgia
$6.77K
BFPW
405
BOK Financial Private Wealth
Colorado
$5.21K +$5.21K +104 New
DFA
406
DHJJ Financial Advisors
Illinois
$4.95K +$3.75K +75 +313%
GWSG
407
GPS Wealth Strategies Group
Colorado
$4.73K
RI
408
Ridgewood Investments
New Jersey
$4.26K
CPG
409
Cornerstone Planning Group
New Jersey
$3.6K
BSB
410
Bangor Savings Bank
Maine
$3.46K +$3.46K +69 New
RFG
411
REAP Financial Group
Texas
$3.11K
C
412
Covestor
United Kingdom
$3K +$391 +9 +15%
Russell Investments Group
413
Russell Investments Group
United Kingdom
$2.61K +$501 +10 +24%
IWM
414
IMG Wealth Management
Florida
$1.96K
CJH
415
Christopher J. Hasenberg
Wisconsin
$1.96K +$1.96K +39 New
HR
416
Howe & Rusling
New York
$1.86K +$1.86K +37 New
RCM
417
Raleigh Capital Management
North Carolina
$1.67K +$1.67K +33 New
BONH
418
Bank of New Hampshire
New Hampshire
$1.5K
SAS
419
Spurstone Advisory Services
Connecticut
$1.3K
FRA
420
Front Row Advisors
California
$1.05K
GI
421
GAMMA Investing
California
$301 -$652 -13 -68%
KG
422
Kilter Group
New York
$151 +$151 +3 New
GWSA
423
Global Wealth Strategies & Associates
Colorado
$150
PWM
424
Provident Wealth Management
Tennessee
$50
IWP
425
Invenio Wealth Partners
Florida
-$9.9M -199,998 Closed