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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
PWM
426
Provident Wealth Management
Tennessee
$52
RCM
427
Raleigh Capital Management
North Carolina
$32
SWGC
428
Summit Wealth Group (Colorado)
Colorado
Jane Street
429
Jane Street
New York
Qube Research & Technologies (QRT)
430
Qube Research & Technologies (QRT)
United Kingdom
LWL
431
Leo Wealth LLC
Texas
SFC
432
Strategic Financial Concepts
Texas
HIP
433
HUB Investment Partners
Texas
CA
434
Calton & Associates
Florida
HIS
435
Harvest Investment Services
Illinois
RSA
436
River Street Advisors
Illinois
PFP
437
Pinnacle Financial Partners
Tennessee
T
438
Transce3nd
Texas
TIM
439
Total Investment Management
Arizona
AG
440
AmeriFlex Group
Nevada
LWMI
441
Legacy Wealth Management (Idaho)
Idaho
SVCP
442
Silicon Valley Capital Partners
California
AAP
443
Arax Advisory Partners
Colorado
GIA
444
GHP Investment Advisors
Colorado
PP
445
Pacifica Partners
Canada
BIG
446
Brooklyn Investment Group
New York
BCMLT
447
Beacon Capital Management LLC (Tennessee)
Tennessee
RI
448
Ridgewood Investments
New Jersey
BSB
449
Bangor Savings Bank
Maine
HR
450
Howe & Rusling
New York