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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
PWA
401
Physician Wealth Advisors
Utah
$12.4K
QWM
402
Quaker Wealth Management
New Jersey
$12.4K
FFL
403
Financial Freedom LLC
Ohio
$12.3K
HBW
404
Hazlett, Burt & Watson
West Virginia
$12K
LWA
405
Lowe Wealth Advisors
Maryland
$11.6K
CAM
406
Costello Asset Management
Pennsylvania
$11.4K
BHWM
407
Beaird Harris Wealth Management
Texas
$10.8K
AssetMark Inc
408
AssetMark Inc
California
$10.7K
CTC
409
Central Trust Company
Missouri
$9.21K
IWM
410
Inlight Wealth Management
Georgia
$7.06K
MNA
411
Manning & Napier Advisors
New York
$7.06K
Q1WB
412
Quest 10 Wealth Builders
Virginia
$6.64K
DFA
413
DHJJ Financial Advisors
Illinois
$5.16K
GWSG
414
GPS Wealth Strategies Group
Colorado
$4.96K
AWM
415
Abound Wealth Management
Tennessee
$4.24K
DJSG
416
D.J. St. Germain
Massachusetts
$4.01K
C
417
Covestor
United Kingdom
$4K
RFG
418
REAP Financial Group
Texas
$3.35K
IWM
419
IMG Wealth Management
Florida
$2.05K
BONH
420
Bank of New Hampshire
New Hampshire
$1.57K
SAS
421
Spurstone Advisory Services
Connecticut
$1.36K
KA
422
Kozak & Associates
Colorado
$1.25K
FWA
423
Flagship Wealth Advisors
Massachusetts
$1.2K
FRA
424
Front Row Advisors
California
$1.1K
GI
425
GAMMA Investing
California
$785