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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B 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, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
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
BHWM
401
Beaird Harris Wealth Management
Texas
$10.3K
SVCP
402
Silicon Valley Capital Partners
California
$10K
AAP
403
Arax Advisory Partners
Colorado
$9.44K
CTC
404
Central Trust Company
Missouri
$8.82K
GIA
405
GHP Investment Advisors
Colorado
$8.62K
PP
406
Pacifica Partners
Canada
$8.29K
BIG
407
Brooklyn Investment Group
New York
$8.12K
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.94K
IWM
409
Inlight Wealth Management
Georgia
$6.77K
BFPW
410
BOK Financial Private Wealth
Colorado
$5.21K
Q1WB
411
Quest 10 Wealth Builders
Virginia
$5.01K
DFA
412
DHJJ Financial Advisors
Illinois
$4.95K
GWSG
413
GPS Wealth Strategies Group
Colorado
$4.73K
RI
414
Ridgewood Investments
New Jersey
$4.26K
CPG
415
Cornerstone Planning Group
New Jersey
$3.6K
BSB
416
Bangor Savings Bank
Maine
$3.46K
RFG
417
REAP Financial Group
Texas
$3.11K
C
418
Covestor
United Kingdom
$3K
Russell Investments Group
419
Russell Investments Group
United Kingdom
$2.61K
IWM
420
IMG Wealth Management
Florida
$1.96K
CJH
421
Christopher J. Hasenberg
Wisconsin
$1.96K
HR
422
Howe & Rusling
New York
$1.85K
RCM
423
Raleigh Capital Management
North Carolina
$1.67K
BONH
424
Bank of New Hampshire
New Hampshire
$1.5K
SAS
425
Spurstone Advisory Services
Connecticut
$1.3K