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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
FFL
401
Financial Freedom LLC
Ohio
$12.3K
HBW
402
Hazlett, Burt & Watson
West Virginia
$12K
LWA
403
Lowe Wealth Advisors
Maryland
$11.6K
CAM
404
Costello Asset Management
Pennsylvania
$11.4K
BHWM
405
Beaird Harris Wealth Management
Texas
$10.8K
AssetMark Inc
406
AssetMark Inc
California
$10.7K
CTC
407
Central Trust Company
Missouri
$9.21K
IWM
408
Inlight Wealth Management
Georgia
$7.06K
MNA
409
Manning & Napier Advisors
New York
$7.06K
Q1WB
410
Quest 10 Wealth Builders
Virginia
$6.64K
DFA
411
DHJJ Financial Advisors
Illinois
$5.16K
GWSG
412
GPS Wealth Strategies Group
Colorado
$4.96K
AWM
413
Abound Wealth Management
Tennessee
$4.24K
DJSG
414
D.J. St. Germain
Massachusetts
$4.01K
C
415
Covestor
United Kingdom
$4K
RFG
416
REAP Financial Group
Texas
$3.35K
IWM
417
IMG Wealth Management
Florida
$2.05K
BONH
418
Bank of New Hampshire
New Hampshire
$1.57K
SAS
419
Spurstone Advisory Services
Connecticut
$1.36K
KA
420
Kozak & Associates
Colorado
$1.25K
FWA
421
Flagship Wealth Advisors
Massachusetts
$1.2K
FRA
422
Front Row Advisors
California
$1.1K
GI
423
GAMMA Investing
California
$785
BNP Paribas Financial Markets
424
BNP Paribas Financial Markets
France
$418
GWSA
425
Global Wealth Strategies & Associates
Colorado
$157