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WisdomTree US MidCap Dividend Fund

428 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, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
GI
426
GAMMA Investing
California
$301
KG
427
Kilter Group
New York
$151
GWSA
428
Global Wealth Strategies & Associates
Colorado
$150
PWM
429
Provident Wealth Management
Tennessee
$50
IWP
430
Invenio Wealth Partners
Florida
FCI
431
Financial Counselors Inc
Kansas
RA
432
RiverTree Advisors
Florida
JWBC
433
John W. Brooker & Co
California
FAIM
434
Financial Advocates Investment Management
Washington
AIA
435
AssuredPartners Investment Advisors
Florida
RWA
436
Rooted Wealth Advisors
Illinois
AQR Capital Management
437
AQR Capital Management
Connecticut
IA
438
Integrity Alliance
Iowa
BAM
439
Belpointe Asset Management
Nevada
IA
440
Insight Advisors
Pennsylvania
Kovitz Investment Group Partners
441
Kovitz Investment Group Partners
Illinois
FA
442
FSA Advisors
Michigan
HP
443
Holistic Planning
Texas
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
RWM
445
Ritholtz Wealth Management
New York
TC
446
TownSquare Capital
Utah
PA
447
PSI Advisors
Florida
S
448
SignatureFD
Georgia
CCM
449
Chilton Capital Management
Texas
SIM
450
Synergy Investment Management
Florida