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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
NF
76
Nikulski Financial
Iowa
$4.61M +$87.3K +1,762 +2%
CFP
77
Cascade Financial Partners
California
$4.59M -$42.1K -850 -0.9%
FFA
78
Frazier Financial Advisors
Ohio
$4.58M +$164K +3,308 +4%
JWM
79
JPL Wealth Management
Colorado
$4.36M +$199K +4,016 +5%
SC
80
SouthState Corp
Florida
$4.3M +$1.59M +32,099 +59%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4.02M -$128K -2,583 -3%
IA
82
IFG Advisory
Georgia
$4.01M +$219K +4,416 +6%
MWM
83
Meridian Wealth Management
Kentucky
$4M +$30K +605 +0.8%
PCMF
84
Private Capital Management (Florida)
Florida
$3.99M +$180K +3,632 +5%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$3.9M +$234K +4,730 +6%
CFA
86
Cahill Financial Advisors
Minnesota
$3.59M +$46K +928 +1%
NB
87
NBT Bank
New York
$3.5M +$13.7K +276 +0.4%
HBS
88
Howard Bailey Securities
Indiana
$3.47M -$1.08M -21,711 -24%
PAG
89
Private Advisor Group
New Jersey
$3.46M -$1.72M -34,805 -33%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$3.45M +$108K +2,185 +3%
FCI
91
Financial Counselors Inc
Kansas
$3.41M -$16.3K -329 -0.5%
HW
92
Hancock Whitney
Mississippi
$3.36M -$40.2K -811 -1%
AWS
93
Atria Wealth Solutions
New York
$3.3M -$114K -2,295 -3%
IBOK
94
Independence Bank of Kentucky
Kentucky
$3.29M +$9.16K +185 +0.3%
VC
95
Vestor Capital
Illinois
$3.27M +$62.5K +1,262 +2%
TA
96
TFG Advisers
Michigan
$3.21M +$6.14K +124 +0.2%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$3.12M -$89.6K -1,809 -3%
JFA
98
JNBA Financial Advisors
Minnesota
$3.12M -$409K -8,267 -12%
FGWP
99
Founders Grove Wealth Partners
Virginia
$3.08M -$31K -625 -1%
UCFA
100
United Capital Financial Advisors
Texas
$2.97M -$202K -4,077 -6%