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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
AUB
26
Atlantic Union Bankshares
Virginia
$17.8M
JP Morgan Chase
27
JP Morgan Chase
New York
$17.7M
MCM
28
MAI Capital Management
Ohio
$17.6M
Stifel Financial
29
Stifel Financial
Missouri
$16.2M
AWM
30
AE Wealth Management
Kansas
$16.1M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$14.6M
PWP
32
Precedent Wealth Partners
Texas
$14.4M
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$14.3M
MWM
34
Marion Wealth Management
Pennsylvania
$14.2M
Lido Advisors
35
Lido Advisors
California
$14.1M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$12.5M
APP
37
Avantax Planning Partners
Iowa
$12.2M
CWP
38
Concord Wealth Partners
Virginia
$12.1M
DWM
39
Destination Wealth Management
California
$12.1M
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$11.8M
CRC
41
Curi RMB Capital
Illinois
$11.7M
LKWM
42
Lee-Kelleher Wealth Management
Maryland
$10.7M
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$10.6M
GFG
44
Goldstone Financial Group
Illinois
$10.1M
CI
45
CX Institutional
Indiana
$9.57M
WPIC
46
White Pine Investment Company
Michigan
$8.87M
CAMV
47
Concord Asset Management (Virginia)
Virginia
$8.65M
DAS
48
Dynamic Advisor Solutions
Arizona
$8.11M
Two Sigma Investments
49
Two Sigma Investments
New York
$7.77M
UAG
50
United Advisor Group
Ohio
$7.72M