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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
76
Frazier Financial Advisors
Ohio
$4.53M -$97.9K -1,953 -2%
JWM
77
JPL Wealth Management
Colorado
$4.49M +$76.7K +1,530 +2%
CFP
78
Cascade Financial Partners
California
$4.45M -$197K -3,928 -4%
SEIA
79
Signature Estate & Investment Advisors
California
$4.41M -$2.18M -43,426 -33%
MWM
80
Meridian Wealth Management
Kentucky
$4.12M +$73.4K +1,465 +2%
PCMF
81
Private Capital Management (Florida)
Florida
$3.99M -$51.8K -1,034 -1%
Corient Private Wealth
82
Corient Private Wealth
Florida
$3.93M +$2.07M +41,355 +112%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$3.9M -$170K -3,382 -4%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$3.87M -$81.3K -1,622 -2%
CFA
85
Cahill Financial Advisors
Minnesota
$3.82M +$188K +3,748 +5%
FPAS
86
Focus Partners Advisor Solutions
Missouri
$3.5M +$9.52K +190 +0.3%
HBS
87
Howard Bailey Securities
Indiana
$3.5M -$17.9K -357 -0.5%
MT
88
Midwest Trust
Kansas
$3.47M +$3.47M +69,228 New
NB
89
NBT Bank
New York
$3.36M -$187K -3,731 -5%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$3.34M +$178K +3,552 +6%
IBOK
91
Independence Bank of Kentucky
Kentucky
$3.31M -$22.9K -456 -0.7%
HW
92
Hancock Whitney
Mississippi
$3.3M -$106K -2,114 -3%
DFP
93
Defined Financial Planning
California
$3.29M +$559K +11,087 +20%
TA
94
TFG Advisers
Michigan
$3.22M -$19.4K -388 -0.6%
FGWP
95
Founders Grove Wealth Partners
Virginia
$3.01M -$105K -2,104 -3%
JFA
96
JNBA Financial Advisors
Minnesota
$2.96M -$199K -3,980 -6%
SWGC
97
Summit Wealth Group (Colorado)
Colorado
$2.95M +$2.95M +58,838 New
FI
98
Financial Insights
Washington
$2.77M -$190K -3,798 -6%
BMWS
99
Brady Martz Wealth Solutions
North Dakota
$2.75M -$58.4K -1,166 -2%
PAG
100
Private Advisor Group
New Jersey
$2.73M -$779K -15,550 -22%