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WisdomTree US MidCap Dividend Fund

428 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 31 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
SVCP
401
Silicon Valley Capital Partners
California
$10K
AAP
402
Arax Advisory Partners
Colorado
$9.44K
CTC
403
Central Trust Company
Missouri
$8.82K
GIA
404
GHP Investment Advisors
Colorado
$8.62K
PP
405
Pacifica Partners
Canada
$8.29K
BIG
406
Brooklyn Investment Group
New York
$8.12K
BCMLT
407
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.94K
IWM
408
Inlight Wealth Management
Georgia
$6.77K
BFPW
409
BOK Financial Private Wealth
Colorado
$5.21K
Q1WB
410
Quest 10 Wealth Builders
Virginia
$5.01K
DFA
411
DHJJ Financial Advisors
Illinois
$4.95K
GWSG
412
GPS Wealth Strategies Group
Colorado
$4.73K
RI
413
Ridgewood Investments
New Jersey
$4.26K
CPG
414
Cornerstone Planning Group
New Jersey
$3.6K
BSB
415
Bangor Savings Bank
Maine
$3.46K
RFG
416
REAP Financial Group
Texas
$3.11K
C
417
Covestor
United Kingdom
$3K
Russell Investments Group
418
Russell Investments Group
United Kingdom
$2.61K
IWM
419
IMG Wealth Management
Florida
$1.96K
CJH
420
Christopher J. Hasenberg
Wisconsin
$1.96K
HR
421
Howe & Rusling
New York
$1.85K
RCM
422
Raleigh Capital Management
North Carolina
$1.67K
BONH
423
Bank of New Hampshire
New Hampshire
$1.5K
SAS
424
Spurstone Advisory Services
Connecticut
$1.3K
FRA
425
Front Row Advisors
California
$1.05K