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WisdomTree US MidCap Dividend Fund

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