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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

424 hedge funds and large institutions have $2.08B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.3M
2
AUB
Atlantic Union Bankshares
Virginia
+$19.6M
3
Bank of America
Bank of America
North Carolina
+$12.1M
4
UBS Group
UBS Group
Switzerland
+$8.8M
5
CAMV
Concord Asset Management (Virginia)
Virginia
+$4.03M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$16.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
3
IWP
Invenio Wealth Partners
Florida
-$9.9M
4
Ameriprise
Ameriprise
Minnesota
-$7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$17.1M -$16.5M – –
MCM
27
MAI Capital Management
Ohio
$17M +$325K +6,476 +2%
MPW
28
Melone Private Wealth
Michigan
$16.7M +$387K +7,741 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$15.8M +$103K +2,064 +0.7%
Stifel Financial
30
Stifel Financial
Missouri
$15.6M -$178K -3,545 -1%
PWP
31
Precedent Wealth Partners
Texas
$14M +$593K +11,829 +4%
Lido Advisors
32
Lido Advisors
California
$13.9M -$290K -5,777 -2%
AWM
33
AE Wealth Management
Kansas
$13.6M +$1.4M +27,912 +11%
MWM
34
Marion Wealth Management
Pennsylvania
$13.5M +$391K +7,795 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.4M +$313K +6,254 +2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$13M +$329K +6,562 +3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$12M +$37.2K +720 +0.3%
CWP
38
Concord Wealth Partners
Virginia
$11.9M +$204K +4,071 +2%
CAMV
39
Concord Asset Management (Virginia)
Virginia
$11.9M +$4.03M +80,456 +51%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.29M +25,648 +12%
APP
41
Avantax Planning Partners
Iowa
$11.6M +$38.6K +770 +0.3%
DWM
42
Destination Wealth Management
California
$11.4M +$191K +3,816 +2%
CRC
43
Curi RMB Capital
Illinois
$11.1M +$1.99M +39,652 +22%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$195K -3,900 -2%
LKWM
45
Lee-Kelleher Wealth Management
Maryland
$9.56M +$389K +7,769 +4%
GFG
46
Goldstone Financial Group
Illinois
$9M +$378K +7,328 +4%
WPIC
47
White Pine Investment Company
Michigan
$8.3M -$121K -2,413 -1%
CI
48
CX Institutional
Indiana
$8.2M +$505K +10,069 +7%
DAS
49
Dynamic Advisor Solutions
Arizona
$7.44M +$168K +3,349 +2%
UAG
50
United Advisor Group
Ohio
$7.28M +$61.6K +1,229 +0.9%
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