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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
CWM
51
Cornerstone Wealth Management
Missouri
$7.48M
CICC
52
Capital Investment Counsel (Colorado)
Colorado
$7.18M
FWP
53
FAS Wealth Partners
Kansas
$6.99M
AI
54
Atria Investments
North Carolina
$6.78M
MML Investors Services
55
MML Investors Services
Massachusetts
$6.76M
GWM
56
GSB Wealth Management
Connecticut
$6.64M
Bank of New York Mellon
57
Bank of New York Mellon
New York
$6.54M
DADC
58
D.A. Davidson & Co
Montana
$6.25M
MAFA
59
MJT & Associates Financial Advisory
Minnesota
$6.21M
Mariner
60
Mariner
Kansas
$6.21M
MWM
61
Modera Wealth Management
New Jersey
$6.14M
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$6.12M
LRWA
63
Long Run Wealth Advisors
New York
$5.85M
EH
64
Equitable Holdings
New York
$5.79M
TWC
65
TD Waterhouse Canada
Ontario, Canada
$5.52M
JWA
66
JFS Wealth Advisors
Pennsylvania
$5.3M
AR
67
Apeiron RIA
Texas
$5.19M
IWA
68
Inspirion Wealth Advisors
Illinois
$5.01M
NF
69
Nikulski Financial
Iowa
$4.87M
SC
70
SouthState Corp
Florida
$4.82M
FFA
71
Frazier Financial Advisors
Ohio
$4.79M
IA
72
IFG Advisory
Georgia
$4.79M
BFG
73
Beacon Financial Group
Texas
$4.77M
JWM
74
JPL Wealth Management
Colorado
$4.71M
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.62M