DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

424 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, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.3M
2
AUB
Atlantic Union Bankshares
Virginia
+$19.6M
3
Bank of America
Bank of America
North Carolina
+$12.1M
4
UBS Group
UBS Group
Switzerland
+$8.8M
5
CAMV
Concord Asset Management (Virginia)
Virginia
+$4.03M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$16.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
3
IWP
Invenio Wealth Partners
Florida
-$9.9M
4
Ameriprise
Ameriprise
Minnesota
-$7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$7.12M +$189K +3,778 +3%
CICC
52
Capital Investment Counsel (Colorado)
Colorado
$6.66M +$20.1K +402 +0.3%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.62M +$169K +3,370 +3%
FWP
54
FAS Wealth Partners
Kansas
$6.53M +$118K +2,363 +2%
GWM
55
GSB Wealth Management
Connecticut
$6.17M +$684K +13,642 +12%
Mariner
56
Mariner
Kansas
$6.06M -$758K -15,126 -11%
MWM
57
Modera Wealth Management
New Jersey
$5.9M -$181K -3,609 -3%
DADC
58
D.A. Davidson & Co
Montana
$5.85M +$171K +3,411 +3%
AI
59
Atria Investments
North Carolina
$5.58M +$659K +13,144 +13%
MAFA
60
MJT & Associates Financial Advisory
Minnesota
$5.55M +$106K +2,124 +2%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$5.53M -$3.84M -76,595 -41%
AR
62
Apeiron RIA
Texas
$5.48M -$309K -6,163 -5%
FHB
63
First Hawaiian Bank
Hawaii
$5.41M -$1.8M -35,919 -25%
LRWA
64
Long Run Wealth Advisors
New York
$5.36M +$116K +2,322 +2%
EH
65
Equitable Holdings
New York
$5.34M +$37.7K +753 +0.7%
BFG
66
Beacon Financial Group
Texas
$5.25M -$348K -6,942 -6%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$5.08M -$133K -2,601 -3%
JWA
68
JFS Wealth Advisors
Pennsylvania
$5.08M -$29.3K -585 -0.6%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$4.8M -$1.54M -30,736 -24%
NF
70
Nikulski Financial
Iowa
$4.68M +$10.1K +202 +0.2%
IWA
71
Inspirion Wealth Advisors
Illinois
$4.67M -$148K -2,944 -3%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4.64M -$46.8K -933 -1%
SCM
73
Sage Capital Management
New Jersey
$4.59M -$80.7K -1,611 -2%
SC
74
SouthState Corp
Florida
$4.58M +$222K +4,426 +5%
IA
75
IFG Advisory
Georgia
$4.56M +$506K +10,090 +12%
1 2
3
4 5