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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
401
Lowe Wealth Advisors
Maryland
$11K
AAP
402
Arax Advisory Partners
Colorado
$9.27K
CTC
403
Central Trust Company
Missouri
$8.72K
SIS
404
Sound Income Strategies
Florida
$8.32K
BIG
405
Brooklyn Investment Group
New York
$8.02K
PP
406
Pacifica Partners
Canada
$7.86K
IWM
407
Inlight Wealth Management
Georgia
$6.68K
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.45K
CAM
409
Costello Asset Management
Pennsylvania
$6.04K
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.94K
OSNBOA
411
Old Second National Bank of Aurora
Illinois
$5.94K
Q1WB
412
Quest 10 Wealth Builders
Virginia
$4.95K
GWSG
413
GPS Wealth Strategies Group
Colorado
$4.64K
RI
414
Ridgewood Investments
New Jersey
$4.21K
CPG
415
Cornerstone Planning Group
New Jersey
$3.31K
RFG
416
REAP Financial Group
Texas
$3.07K
C
417
Covestor
United Kingdom
$3K
NCM
418
Northwest Capital Management
Oregon
$2.98K
Russell Investments Group
419
Russell Investments Group
United Kingdom
$2.08K
IWM
420
IMG Wealth Management
Florida
$1.92K
BONH
421
Bank of New Hampshire
New Hampshire
$1.49K
SAS
422
Spurstone Advisory Services
Connecticut
$1.29K
DFA
423
DHJJ Financial Advisors
Illinois
$1.17K
FRA
424
Front Row Advisors
California
$1.04K
CAWM
425
Capital A Wealth Management
Pennsylvania
$990