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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

420 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 29 funds opening new positions, 164 increasing their positions, 151 reducing their positions, and 30 closing their positions.

Holders
420
Holders Change
-8
Holders Change %
-1.87%
% of All Funds
5.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
29
Increased
164
Reduced
151
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$54.4M
2
AUB
2
Atlantic Union Bankshares
Virginia
$19.6M
3
Bank of America
3
Bank of America
North Carolina
$243M
4
UBS Group
4
UBS Group
Switzerland
$89.6M
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$11.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.1M
2
IWP
2
Invenio Wealth Partners
Florida
$0
3
Ameriprise
3
Ameriprise
Minnesota
$68.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$621K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$7.12M 142,016 +3,778 +3%
CICC
52
Capital Investment Counsel (Colorado)
Colorado
$6.66M 132,870 +402 +0.3%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.62M 132,004 +3,370 +3%
FWP
54
FAS Wealth Partners
Kansas
$6.53M 130,223 +2,363 +2%
GWM
55
GSB Wealth Management
Connecticut
$6.17M 123,149 +13,642 +12%
Mariner
56
Mariner
Kansas
$6.06M 120,882 -15,126 -11%
MWM
57
Modera Wealth Management
New Jersey
$5.9M 117,650 -3,609 -3%
DADC
58
D.A. Davidson & Co
Montana
$5.85M 116,780 +3,411 +3%
AI
59
Atria Investments
North Carolina
$5.58M 111,333 +13,144 +13%
MAFA
60
MJT & Associates Financial Advisory
Minnesota
$5.55M 110,684 +2,124 +2%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$5.53M 110,247 -76,595 -41%
AR
62
Apeiron RIA
Texas
$5.48M 109,376 -6,163 -5%
FHB
63
First Hawaiian Bank
Hawaii
$5.41M 107,886 -35,919 -25%
LRWA
64
Long Run Wealth Advisors
New York
$5.36M 106,909 +2,322 +2%
EH
65
Equitable Holdings
New York
$5.34M 106,535 +753 +0.7%
BFG
66
Beacon Financial Group
Texas
$5.25M 104,718 -6,942 -6%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$5.08M 99,770 -2,601 -3%
JWA
68
JFS Wealth Advisors
Pennsylvania
$5.08M 101,306 -585 -0.6%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$4.8M 95,816 -30,736 -24%
NF
70
Nikulski Financial
Iowa
$4.68M 93,319 +202 +0.2%
IWA
71
Inspirion Wealth Advisors
Illinois
$4.67M 93,084 -2,944 -3%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4.64M 92,490 -933 -1%
SCM
73
Sage Capital Management
New Jersey
$4.59M 91,672 -1,611 -2%
SC
74
SouthState Corp
Florida
$4.58M 91,345 +4,426 +5%
IA
75
IFG Advisory
Georgia
$4.56M 91,069 +10,090 +12%
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