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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B 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, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
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
FRA
426
Front Row Advisors
California
$1.05K
GI
427
GAMMA Investing
California
$301
KG
428
Kilter Group
New York
$151
GWSA
429
Global Wealth Strategies & Associates
Colorado
$150
PWM
430
Provident Wealth Management
Tennessee
$50
IWP
431
Invenio Wealth Partners
Florida
FCI
432
Financial Counselors Inc
Kansas
RA
433
RiverTree Advisors
Florida
JWBC
434
John W. Brooker & Co
California
FAIM
435
Financial Advocates Investment Management
Washington
AIA
436
AssuredPartners Investment Advisors
Florida
RWA
437
Rooted Wealth Advisors
Illinois
AQR Capital Management
438
AQR Capital Management
Connecticut
IA
439
Integrity Alliance
Iowa
BAM
440
Belpointe Asset Management
Nevada
IA
441
Insight Advisors
Pennsylvania
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
FA
443
FSA Advisors
Michigan
HP
444
Holistic Planning
Texas
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
RWM
446
Ritholtz Wealth Management
New York
TC
447
TownSquare Capital
Utah
PA
448
PSI Advisors
Florida
S
449
SignatureFD
Georgia
CCM
450
Chilton Capital Management
Texas