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WisdomTree US MidCap Dividend Fund

420 hedge funds and large institutions have $2.12B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
76
Signature Estate & Investment Advisors
California
$4.6M
SCM
77
Sage Capital Management
New Jersey
$4.58M
PCMF
78
Private Capital Management (Florida)
Florida
$4.55M
CFP
79
Cascade Financial Partners
California
$4.55M
HBS
80
Howard Bailey Securities
Indiana
$4.48M
MWM
81
Meridian Wealth Management
Kentucky
$4.34M
DFP
82
Defined Financial Planning
California
$4.25M
MSFS
83
Main Street Financial Solutions
Pennsylvania
$4.14M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$4.05M
CFA
85
Cahill Financial Advisors
Minnesota
$4.03M
FHB
86
First Hawaiian Bank
Hawaii
$4.02M
FPAS
87
Focus Partners Advisor Solutions
Missouri
$4M
LFG
88
Larson Financial Group
Missouri
$3.72M
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3.57M
VC
90
Vestor Capital
Illinois
$3.56M
MT
91
Midwest Trust
Kansas
$3.55M
NB
92
NBT Bank
New York
$3.45M
IBOK
93
Independence Bank of Kentucky
Kentucky
$3.44M
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$3.41M
HW
95
Hancock Whitney
Mississippi
$3.39M
BPA
96
Beacon Pointe Advisors
California
$3.34M
Natixis Advisors
97
Natixis Advisors
Massachusetts
$3.28M
FGWP
98
Founders Grove Wealth Partners
Virginia
$3.14M
JFA
99
JNBA Financial Advisors
Minnesota
$2.96M
BMWS
100
Brady Martz Wealth Solutions
North Dakota
$2.88M