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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
26
Huntington National Bank
Ohio
$16.5M
MCM
27
MAI Capital Management
Ohio
$16.5M
MPW
28
Melone Private Wealth
Michigan
$16.2M
Stifel Financial
29
Stifel Financial
Missouri
$15.6M
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$15.5M
Lido Advisors
31
Lido Advisors
California
$14M
PWP
32
Precedent Wealth Partners
Texas
$13.3M
MWM
33
Marion Wealth Management
Pennsylvania
$13M
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$12.9M
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$12.6M
AWM
36
AE Wealth Management
Kansas
$12.1M
CWP
37
Concord Wealth Partners
Virginia
$11.5M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$11.5M
APP
39
Avantax Planning Partners
Iowa
$11.4M
DWM
40
Destination Wealth Management
California
$11.1M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$10.2M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$10.2M
IWP
43
Invenio Wealth Partners
Florida
$9.9M
Bank of New York Mellon
44
Bank of New York Mellon
New York
$9.25M
LKWM
45
Lee-Kelleher Wealth Management
Maryland
$9.06M
CRC
46
Curi RMB Capital
Illinois
$9.03M
WPIC
47
White Pine Investment Company
Michigan
$8.32M
GFG
48
Goldstone Financial Group
Illinois
$8.27M
CI
49
CX Institutional
Indiana
$7.6M
CAMV
50
Concord Asset Management (Virginia)
Virginia
$7.31M