DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$54.4M
2
AUB
Atlantic Union Bankshares
Virginia
$19.6M
3
Bank of America
Bank of America
North Carolina
$243M
4
UBS Group
UBS Group
Switzerland
$89.6M
5
CAMV
Concord Asset Management (Virginia)
Virginia
$11.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$17.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.1M
3
IWP
Invenio Wealth Partners
Florida
$0
4
Ameriprise
Ameriprise
Minnesota
$68.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
426
Financial Counselors Inc
Kansas
– -$3.41M -68,918 Closed
RA
427
RiverTree Advisors
Florida
– -$1.07M -21,507 Closed
JWBC
428
John W. Brooker & Co
California
– -$944K -19,068 Closed
FAIM
429
Financial Advocates Investment Management
Washington
– -$636K -12,833 Closed
AIA
430
AssuredPartners Investment Advisors
Florida
– -$571K -11,540 Closed
RWA
431
Rooted Wealth Advisors
Illinois
– -$218K -10,197 Closed
AQR Capital Management
432
AQR Capital Management
Connecticut
– -$357K -7,202 Closed
IA
433
Integrity Alliance
Iowa
– -$319K -6,443 Closed
BAM
434
Belpointe Asset Management
Nevada
– -$293K -5,917 Closed
IA
435
Insight Advisors
Pennsylvania
– -$279K -5,643 Closed
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
– -$265K -5,353 Closed
FA
437
FSA Advisors
Michigan
– -$247K -4,986 Closed
HP
438
Holistic Planning
Texas
– -$235K -4,737 Closed
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
– -$216K -4,353 Closed
RWM
440
Ritholtz Wealth Management
New York
– -$203K -4,105 Closed
TC
441
TownSquare Capital
Utah
– -$201K -4,051 Closed
PA
442
PSI Advisors
Florida
– -$123K -2,483 Closed
S
443
SignatureFD
Georgia
– -$60K -1,211 Closed
CCM
444
Chilton Capital Management
Texas
– -$55.2K -1,115 Closed
SIM
445
Synergy Investment Management
Florida
– -$53.4K -1,079 Closed
T
446
Tidemark
California
– -$26.8K -542 Closed
AAG
447
Armstrong Advisory Group
Massachusetts
– -$23K -451 Closed
WBC
448
West Branch Capital
Massachusetts
– -$18.6K -375 Closed
SIS
449
Sound Income Strategies
Florida
– -$8.32K -168 Closed
OSNBOA
450
Old Second National Bank of Aurora
Illinois
– -$5.94K -120 Closed
15 16 17
18
19