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WisdomTree US MidCap Dividend Fund

427 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 153 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
$157
KG
427
Kilter Group
New York
$157
PWM
428
Provident Wealth Management
Tennessee
$52
RCM
429
Raleigh Capital Management
North Carolina
$32
SWGC
430
Summit Wealth Group (Colorado)
Colorado
Jane Street
431
Jane Street
New York
Qube Research & Technologies (QRT)
432
Qube Research & Technologies (QRT)
United Kingdom
LWL
433
Leo Wealth LLC
Texas
SFC
434
Strategic Financial Concepts
Texas
HIP
435
HUB Investment Partners
Texas
CA
436
Calton & Associates
Florida
HIS
437
Harvest Investment Services
Illinois
RSA
438
River Street Advisors
Illinois
PFPT
439
Pinnacle Financial Partners (Tennessee)
Tennessee
T
440
Transce3nd
Texas
TIM
441
Total Investment Management
Arizona
AG
442
AmeriFlex Group
Nevada
LWMI
443
Legacy Wealth Management (Idaho)
Idaho
SVCP
444
Silicon Valley Capital Partners
California
AAP
445
Arax Advisory Partners
Colorado
GIA
446
GHP Investment Advisors
Colorado
PP
447
Pacifica Partners
Canada
BIG
448
Brooklyn Investment Group
New York
BCMLT
449
Beacon Capital Management LLC (Tennessee)
Tennessee
RI
450
Ridgewood Investments
New Jersey