DON icon

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 %
DAS
51
Dynamic Advisor Solutions
Arizona
$7.19M +$7.19M +145,105 New
UAG
52
United Advisor Group
Ohio
$7.13M +$286K +5,772 +4%
FHB
53
First Hawaiian Bank
Hawaii
$7.12M -$2.44M -49,288 -26%
CWM
54
Cornerstone Wealth Management
Missouri
$6.85M +$93.6K +1,891 +1%
Mariner
55
Mariner
Kansas
$6.74M -$242K -4,895 -3%
Two Sigma Investments
56
Two Sigma Investments
New York
$6.64M +$6.64M +134,100 New
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$6.56M +$52.3K +1,056 +0.8%
SEIA
58
Signature Estate & Investment Advisors
California
$6.51M +$1.6M +32,353 +33%
MML Investors Services
59
MML Investors Services
Massachusetts
$6.37M -$12.7K -256 -0.2%
FWP
60
FAS Wealth Partners
Kansas
$6.33M -$45.9K -926 -0.7%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$6.27M -$970K -19,593 -13%
MWM
62
Modera Wealth Management
New Jersey
$6M -$374K -7,561 -6%
AR
63
Apeiron RIA
Texas
$5.72M -$122K -2,471 -2%
DADC
64
D.A. Davidson & Co
Montana
$5.61M -$256K -5,171 -4%
BFG
65
Beacon Financial Group
Texas
$5.53M -$665K -13,425 -11%
GWM
66
GSB Wealth Management
Connecticut
$5.42M -$49K -989 -0.9%
MAFA
67
MJT & Associates Financial Advisory
Minnesota
$5.38M +$5.38M +108,560 New
EH
68
Equitable Holdings
New York
$5.24M +$752K +15,191 +17%
LRWA
69
Long Run Wealth Advisors
New York
$5.18M +$885K +17,870 +21%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$5.08M +$609K +12,262 +14%
JWA
71
JFS Wealth Advisors
Pennsylvania
$5.05M -$141K -2,842 -3%
AI
72
Atria Investments
North Carolina
$4.86M +$274K +5,531 +6%
IWA
73
Inspirion Wealth Advisors
Illinois
$4.76M +$2.13K +43 +0%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.63M -$1.68M -33,895 -27%
SCM
75
Sage Capital Management
New Jersey
$4.62M +$9.51K +192 +0.2%