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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 %
FFA
76
Frazier Financial Advisors
Ohio
$4.53M 90,445 -1,953 -2%
JWM
77
JPL Wealth Management
Colorado
$4.49M 89,519 +1,530 +2%
CFP
78
Cascade Financial Partners
California
$4.45M 88,710 -3,928 -4%
SEIA
79
Signature Estate & Investment Advisors
California
$4.41M 88,078 -43,426 -33%
MWM
80
Meridian Wealth Management
Kentucky
$4.12M 82,247 +1,465 +2%
PCMF
81
Private Capital Management (Florida)
Florida
$3.99M 79,629 -1,034 -1%
Corient Private Wealth
82
Corient Private Wealth
Florida
$3.93M 78,330 +41,355 +112%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$3.9M 77,844 -3,382 -4%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$3.87M 77,139 -1,622 -2%
CFA
85
Cahill Financial Advisors
Minnesota
$3.82M 76,255 +3,748 +5%
FPAS
86
Focus Partners Advisor Solutions
Missouri
$3.5M 69,818 +190 +0.3%
HBS
87
Howard Bailey Securities
Indiana
$3.5M 69,765 -357 -0.5%
MT
88
Midwest Trust
Kansas
$3.47M 69,228 +69,228 New
NB
89
NBT Bank
New York
$3.36M 67,044 -3,731 -5%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$3.34M 66,616 +3,552 +6%
IBOK
91
Independence Bank of Kentucky
Kentucky
$3.31M 65,984 -456 -0.7%
HW
92
Hancock Whitney
Mississippi
$3.3M 65,765 -2,114 -3%
DFP
93
Defined Financial Planning
California
$3.29M 65,375 +11,087 +20%
TA
94
TFG Advisers
Michigan
$3.22M 64,340 -388 -0.6%
FGWP
95
Founders Grove Wealth Partners
Virginia
$3.01M 60,011 -2,104 -3%
JFA
96
JNBA Financial Advisors
Minnesota
$2.96M 58,980 -3,980 -6%
SWGC
97
Summit Wealth Group (Colorado)
Colorado
$2.95M 58,838 +58,838 New
FI
98
Financial Insights
Washington
$2.77M 55,296 -3,798 -6%
BMWS
99
Brady Martz Wealth Solutions
North Dakota
$2.75M 54,885 -1,166 -2%
PAG
100
Private Advisor Group
New Jersey
$2.73M 54,394 -15,550 -22%
2 3
4
5 6