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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
GAMMA Investing
California
$941
FFWM
427
Future Financial Wealth Management
Ohio
$554
IHWM
428
Iron Horse Wealth Management
Iowa
$396
GWSA
429
Global Wealth Strategies & Associates
Colorado
$149
PWM
430
Provident Wealth Management
Tennessee
$50
CFGS
431
Concourse Financial Group Securities
Alabama
IAA
432
Independent Advisor Alliance
North Carolina
EE
433
EWG Elevate
California
BEI
434
Benjamin Edwards Inc
Missouri
EAM
435
Empirical Asset Management
Massachusetts
Jane Street
436
Jane Street
New York
Renaissance Technologies
437
Renaissance Technologies
New York
PA
438
Promethium Advisors
Maryland
LWL
439
Leo Wealth LLC
Texas
OIA
440
OneDigital Investment Advisors
Kansas
AA
441
Armis Advisers
Georgia
WPC
442
Wedmont Private Capital
Pennsylvania
SF
443
Synovus Financial
Georgia
CCA
444
Clarity Capital Advisors
Florida
TCG
445
Transcendent Capital Group
Oklahoma
RIP
446
RAM Investment Partners
Washington
WH
447
Willner & Heller
California
FF
448
Farrell Financial
New York
PWM
449
Perigon Wealth Management
California
MSS
450
Mitchell Sinkler & Starr
Pennsylvania