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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$7.19M
UAG
52
United Advisor Group
Ohio
$7.13M
FHB
53
First Hawaiian Bank
Hawaii
$7.12M
CWM
54
Cornerstone Wealth Management
Missouri
$6.85M
Mariner
55
Mariner
Kansas
$6.74M
Two Sigma Investments
56
Two Sigma Investments
New York
$6.64M
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$6.56M
SEIA
58
Signature Estate & Investment Advisors
California
$6.51M
MML Investors Services
59
MML Investors Services
Massachusetts
$6.37M
FWP
60
FAS Wealth Partners
Kansas
$6.33M
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$6.27M
MWM
62
Modera Wealth Management
New Jersey
$6M
AR
63
Apeiron RIA
Texas
$5.72M
DADC
64
D.A. Davidson & Co
Montana
$5.61M
BFG
65
Beacon Financial Group
Texas
$5.53M
GWM
66
GSB Wealth Management
Connecticut
$5.42M
MAFA
67
MJT & Associates Financial Advisory
Minnesota
$5.38M
EH
68
Equitable Holdings
New York
$5.24M
LRWA
69
Long Run Wealth Advisors
New York
$5.18M
TWC
70
TD Waterhouse Canada
Ontario, Canada
$5.08M
JWA
71
JFS Wealth Advisors
Pennsylvania
$5.05M
AI
72
Atria Investments
North Carolina
$4.86M
IWA
73
Inspirion Wealth Advisors
Illinois
$4.76M
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.63M
SCM
75
Sage Capital Management
New Jersey
$4.62M