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WisdomTree US MidCap Dividend Fund

426 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, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
HNB
26
Huntington National Bank
Ohio
$17.1M
MCM
27
MAI Capital Management
Ohio
$17M
MPW
28
Melone Private Wealth
Michigan
$16.7M
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$15.8M
Stifel Financial
30
Stifel Financial
Missouri
$15.6M
PWP
31
Precedent Wealth Partners
Texas
$14M
Lido Advisors
32
Lido Advisors
California
$13.9M
AWM
33
AE Wealth Management
Kansas
$13.6M
MWM
34
Marion Wealth Management
Pennsylvania
$13.5M
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.4M
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$13M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$12M
CWP
38
Concord Wealth Partners
Virginia
$11.9M
CAMV
39
Concord Asset Management (Virginia)
Virginia
$11.9M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.6M
APP
41
Avantax Planning Partners
Iowa
$11.6M
DWM
42
Destination Wealth Management
California
$11.4M
CRC
43
Curi RMB Capital
Illinois
$11.1M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.1M
LKWM
45
Lee-Kelleher Wealth Management
Maryland
$9.56M
GFG
46
Goldstone Financial Group
Illinois
$9M
WPIC
47
White Pine Investment Company
Michigan
$8.3M
CI
48
CX Institutional
Indiana
$8.2M
DAS
49
Dynamic Advisor Solutions
Arizona
$7.44M
UAG
50
United Advisor Group
Ohio
$7.28M