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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
26
Huntington National Bank
Ohio
$16.5M -$17.1M
MCM
27
MAI Capital Management
Ohio
$16.5M -$127K -2,566 -0.8%
MPW
28
Melone Private Wealth
Michigan
$16.2M +$289K +5,830 +2%
Stifel Financial
29
Stifel Financial
Missouri
$15.6M +$122K +2,459 +0.8%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$15.5M +$312K +6,309 +2%
Lido Advisors
31
Lido Advisors
California
$14M -$339K -6,850 -2%
PWP
32
Precedent Wealth Partners
Texas
$13.3M +$1.01M +20,338 +8%
MWM
33
Marion Wealth Management
Pennsylvania
$13M +$80.7K +1,629 +0.6%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$12.9M +$857K +17,308 +7%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$12.6M +$1.25M +25,259 +11%
AWM
36
AE Wealth Management
Kansas
$12.1M +$1M +20,241 +9%
CWP
37
Concord Wealth Partners
Virginia
$11.5M +$384K +7,758 +3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$11.5M -$471K -9,514 -4%
APP
39
Avantax Planning Partners
Iowa
$11.4M +$32.7K +661 +0.3%
DWM
40
Destination Wealth Management
California
$11.1M -$185K -3,742 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$10.2M +$384K +7,746 +4%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$1.32M +26,684 +15%
IWP
43
Invenio Wealth Partners
Florida
$9.9M +$443K +8,947 +5%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$9.25M +$1.22M +24,623 +15%
LKWM
45
Lee-Kelleher Wealth Management
Maryland
$9.06M +$696K +14,064 +8%
CRC
46
Curi RMB Capital
Illinois
$9.03M -$27.1K -547 -0.3%
WPIC
47
White Pine Investment Company
Michigan
$8.32M +$226K +4,564 +3%
GFG
48
Goldstone Financial Group
Illinois
$8.27M +$331K +6,681 +4%
CI
49
CX Institutional
Indiana
$7.6M -$50.6K -1,022 -0.7%
CAMV
50
Concord Asset Management (Virginia)
Virginia
$7.31M +$1.21M +26,007 +20%