DON icon

WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
FFWM
426
Future Financial Wealth Management
Ohio
$554 -$554 -11 -50%
IHWM
427
Iron Horse Wealth Management
Iowa
$396 +$396 +8 New
GWSA
428
Global Wealth Strategies & Associates
Colorado
$149 +$149 +3 New
PWM
429
Provident Wealth Management
Tennessee
$50 +$50 +1 New
CFGS
430
Concourse Financial Group Securities
Alabama
-$4.58M -87,117 Closed
IAA
431
Independent Advisor Alliance
North Carolina
-$3.14M -61,641 Closed
EE
432
EWG Elevate
California
-$2.64M -51,791 Closed
BEI
433
Benjamin Edwards Inc
Missouri
-$1.44M -28,271 Closed
EAM
434
Empirical Asset Management
Massachusetts
-$83.5K -19,693 Closed
Jane Street
435
Jane Street
New York
-$921K -18,074 Closed
Renaissance Technologies
436
Renaissance Technologies
New York
-$708K -13,900 Closed
PA
437
Promethium Advisors
Maryland
-$541K -10,621 Closed
LWL
438
Leo Wealth LLC
Texas
-$432K -8,466 Closed
OIA
439
OneDigital Investment Advisors
Kansas
-$420K -8,244 Closed
AA
440
Armis Advisers
Georgia
-$372K -7,301 Closed
WPC
441
Wedmont Private Capital
Pennsylvania
-$360K -7,232 Closed
SF
442
Synovus Financial
Georgia
-$329K -6,457 Closed
CCA
443
Clarity Capital Advisors
Florida
-$274K -5,379 Closed
TCG
444
Transcendent Capital Group
Oklahoma
-$413K -4,858 Closed
RIP
445
RAM Investment Partners
Washington
-$219K -4,301 Closed
WH
446
Willner & Heller
California
-$211K -4,143 Closed
FF
447
Farrell Financial
New York
-$202K -3,959 Closed
PWM
448
Perigon Wealth Management
California
-$203K -3,906 Closed
MSS
449
Mitchell Sinkler & Starr
Pennsylvania
-$91.7K -1,800 Closed
EW
450
Element Wealth
Mississippi
-$74.6K -1,463 Closed