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WisdomTree US MidCap Dividend Fund

424 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, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
401
GHP Investment Advisors
Colorado
$8.62K -$3.66K -73 -30%
PP
402
Pacifica Partners
Canada
$8.3K
BIG
403
Brooklyn Investment Group
New York
$8.12K
BCMLT
404
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.94K +$1.45K +29 +22%
IWM
405
Inlight Wealth Management
Georgia
$6.77K
BFPW
406
BOK Financial Private Wealth
Colorado
$5.21K +$5.21K +104 New
DFA
407
DHJJ Financial Advisors
Illinois
$4.95K +$3.75K +75 +313%
GWSG
408
GPS Wealth Strategies Group
Colorado
$4.73K
RI
409
Ridgewood Investments
New Jersey
$4.26K
CPG
410
Cornerstone Planning Group
New Jersey
$3.6K
BSB
411
Bangor Savings Bank
Maine
$3.46K +$3.46K +69 New
RFG
412
REAP Financial Group
Texas
$3.11K
C
413
Covestor
United Kingdom
$3K +$391 +9 +15%
Russell Investments Group
414
Russell Investments Group
United Kingdom
$2.61K +$501 +10 +24%
IWM
415
IMG Wealth Management
Florida
$1.96K
CJH
416
Christopher J. Hasenberg
Wisconsin
$1.96K +$1.96K +39 New
HR
417
Howe & Rusling
New York
$1.86K +$1.86K +37 New
RCM
418
Raleigh Capital Management
North Carolina
$1.67K +$1.67K +33 New
BONH
419
Bank of New Hampshire
New Hampshire
$1.5K
SAS
420
Spurstone Advisory Services
Connecticut
$1.3K
FRA
421
Front Row Advisors
California
$1.05K
GI
422
GAMMA Investing
California
$301 -$652 -13 -68%
KG
423
Kilter Group
New York
$151 +$151 +3 New
GWSA
424
Global Wealth Strategies & Associates
Colorado
$150
PWM
425
Provident Wealth Management
Tennessee
$50