DON icon

WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
401
Arax Advisory Partners
Colorado
$9.27K +$50 +1 +0.5%
CTC
402
Central Trust Company
Missouri
$8.72K
SIS
403
Sound Income Strategies
Florida
$8.32K +$8.32K +168 New
BIG
404
Brooklyn Investment Group
New York
$8.02K +$8.02K +162 New
PP
405
Pacifica Partners
Canada
$7.86K
IWM
406
Inlight Wealth Management
Georgia
$6.69K +$6.69K +135 New
BCMLT
407
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.45K +$6.45K +130 New
CAM
408
Costello Asset Management
Pennsylvania
$6.04K +$49 +1 +0.8%
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.94K +$5.94K +120 New
OSNBOA
410
Old Second National Bank of Aurora
Illinois
$5.94K -$2.97K -60 -33%
Q1WB
411
Quest 10 Wealth Builders
Virginia
$4.95K -$4.01K -81 -45%
GWSG
412
GPS Wealth Strategies Group
Colorado
$4.64K +$49 +1 +1%
RI
413
Ridgewood Investments
New Jersey
$4.21K
CPG
414
Cornerstone Planning Group
New Jersey
$3.31K +$3.31K +71 New
RFG
415
REAP Financial Group
Texas
$3.07K -$50 -1 -2%
C
416
Covestor
United Kingdom
$3K +$1K +20 +50%
NCM
417
Northwest Capital Management
Oregon
$2.98K
Russell Investments Group
418
Russell Investments Group
United Kingdom
$2.08K -$26.4K -533 -93%
IWM
419
IMG Wealth Management
Florida
$1.92K
BONH
420
Bank of New Hampshire
New Hampshire
$1.49K
SAS
421
Spurstone Advisory Services
Connecticut
$1.29K +$1.29K +26 New
DFA
422
DHJJ Financial Advisors
Illinois
$1.17K
FRA
423
Front Row Advisors
California
$1.04K
CAWM
424
Capital A Wealth Management
Pennsylvania
$990 -$1.14K -23 -53%
GI
425
GAMMA Investing
California
$941 -$7.83K -158 -89%