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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

424 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 31 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.3M
2
AUB
Atlantic Union Bankshares
Virginia
+$19.6M
3
Bank of America
Bank of America
North Carolina
+$12.1M
4
UBS Group
UBS Group
Switzerland
+$8.8M
5
CAMV
Concord Asset Management (Virginia)
Virginia
+$4.03M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$16.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
3
IWP
Invenio Wealth Partners
Florida
-$9.9M
4
Ameriprise
Ameriprise
Minnesota
-$7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
426
Invenio Wealth Partners
Florida
– -$9.9M -199,998 Closed
FCI
427
Financial Counselors Inc
Kansas
– -$3.41M -68,918 Closed
RA
428
RiverTree Advisors
Florida
– -$1.07M -21,507 Closed
JWBC
429
John W. Brooker & Co
California
– -$944K -19,068 Closed
FAIM
430
Financial Advocates Investment Management
Washington
– -$636K -12,833 Closed
AIA
431
AssuredPartners Investment Advisors
Florida
– -$571K -11,540 Closed
RWA
432
Rooted Wealth Advisors
Illinois
– -$218K -10,197 Closed
AQR Capital Management
433
AQR Capital Management
Connecticut
– -$357K -7,202 Closed
IA
434
Integrity Alliance
Iowa
– -$319K -6,443 Closed
BAM
435
Belpointe Asset Management
Nevada
– -$293K -5,917 Closed
IA
436
Insight Advisors
Pennsylvania
– -$279K -5,643 Closed
Kovitz Investment Group Partners
437
Kovitz Investment Group Partners
Illinois
– -$265K -5,353 Closed
FA
438
FSA Advisors
Michigan
– -$247K -4,986 Closed
HP
439
Holistic Planning
Texas
– -$235K -4,737 Closed
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
– -$216K -4,353 Closed
RWM
441
Ritholtz Wealth Management
New York
– -$203K -4,105 Closed
TC
442
TownSquare Capital
Utah
– -$201K -4,051 Closed
PA
443
PSI Advisors
Florida
– -$123K -2,483 Closed
S
444
SignatureFD
Georgia
– -$60K -1,211 Closed
CCM
445
Chilton Capital Management
Texas
– -$55.2K -1,115 Closed
SIM
446
Synergy Investment Management
Florida
– -$53.4K -1,079 Closed
T
447
Tidemark
California
– -$26.8K -542 Closed
AAG
448
Armstrong Advisory Group
Massachusetts
– -$23K -451 Closed
WBC
449
West Branch Capital
Massachusetts
– -$18.6K -375 Closed
SIS
450
Sound Income Strategies
Florida
– -$8.32K -168 Closed
15 16 17
18
19