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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
AssetMark Inc
401
AssetMark Inc
California
$10.7K
CTC
402
Central Trust Company
Missouri
$9.21K
IWM
403
Inlight Wealth Management
Georgia
$7.06K
MNA
404
Manning & Napier Advisors
New York
$7.06K
Q1WB
405
Quest 10 Wealth Builders
Virginia
$6.64K
DFA
406
DHJJ Financial Advisors
Illinois
$5.16K
GWSG
407
GPS Wealth Strategies Group
Colorado
$4.96K
AWM
408
Abound Wealth Management
Tennessee
$4.24K
DJSG
409
D.J. St. Germain
Massachusetts
$4.01K
C
410
Covestor
United Kingdom
$4K
RFG
411
REAP Financial Group
Texas
$3.35K
IWM
412
IMG Wealth Management
Florida
$2.05K
BONH
413
Bank of New Hampshire
New Hampshire
$1.57K
SAS
414
Spurstone Advisory Services
Connecticut
$1.36K
KA
415
Kozak & Associates
Colorado
$1.25K
FWA
416
Flagship Wealth Advisors
Massachusetts
$1.2K
FRA
417
Front Row Advisors
California
$1.1K
GI
418
GAMMA Investing
California
$785
BNP Paribas Financial Markets
419
BNP Paribas Financial Markets
France
$418
GWSA
420
Global Wealth Strategies & Associates
Colorado
$157
PWM
421
Provident Wealth Management
Tennessee
$52
RCM
422
Raleigh Capital Management
North Carolina
$32
SWGC
423
Summit Wealth Group (Colorado)
Colorado
Jane Street
424
Jane Street
New York
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom