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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
NF
76
Nikulski Financial
Iowa
$4.61M
CFP
77
Cascade Financial Partners
California
$4.59M
FFA
78
Frazier Financial Advisors
Ohio
$4.58M
JWM
79
JPL Wealth Management
Colorado
$4.36M
SC
80
SouthState Corp
Florida
$4.3M
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4.02M
IA
82
IFG Advisory
Georgia
$4.01M
MWM
83
Meridian Wealth Management
Kentucky
$4M
PCMF
84
Private Capital Management (Florida)
Florida
$3.99M
MSFS
85
Main Street Financial Solutions
Pennsylvania
$3.9M
CFA
86
Cahill Financial Advisors
Minnesota
$3.59M
NB
87
NBT Bank
New York
$3.5M
HBS
88
Howard Bailey Securities
Indiana
$3.47M
PAG
89
Private Advisor Group
New Jersey
$3.46M
FPAS
90
Focus Partners Advisor Solutions
Missouri
$3.45M
FCI
91
Financial Counselors Inc
Kansas
$3.41M
HW
92
Hancock Whitney
Mississippi
$3.36M
AWS
93
Atria Wealth Solutions
New York
$3.3M
IBOK
94
Independence Bank of Kentucky
Kentucky
$3.29M
VC
95
Vestor Capital
Illinois
$3.27M
TA
96
TFG Advisers
Michigan
$3.21M
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$3.12M
JFA
98
JNBA Financial Advisors
Minnesota
$3.12M
FGWP
99
Founders Grove Wealth Partners
Virginia
$3.08M
UCFA
100
United Capital Financial Advisors
Texas
$2.97M