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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
FFA
76
Frazier Financial Advisors
Ohio
$4.53M
JWM
77
JPL Wealth Management
Colorado
$4.49M
CFP
78
Cascade Financial Partners
California
$4.45M
SEIA
79
Signature Estate & Investment Advisors
California
$4.41M
MWM
80
Meridian Wealth Management
Kentucky
$4.12M
PCMF
81
Private Capital Management (Florida)
Florida
$3.99M
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$3.9M
MSFS
83
Main Street Financial Solutions
Pennsylvania
$3.87M
CFA
84
Cahill Financial Advisors
Minnesota
$3.82M
FPAS
85
Focus Partners Advisor Solutions
Missouri
$3.5M
HBS
86
Howard Bailey Securities
Indiana
$3.5M
MT
87
Midwest Trust
Kansas
$3.47M
NB
88
NBT Bank
New York
$3.36M
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$3.34M
SA
90
Sanctuary Advisors
Indiana
$3.31M
IBOK
91
Independence Bank of Kentucky
Kentucky
$3.31M
HW
92
Hancock Whitney
Mississippi
$3.3M
DFP
93
Defined Financial Planning
California
$3.29M
TA
94
TFG Advisers
Michigan
$3.22M
FGWP
95
Founders Grove Wealth Partners
Virginia
$3.01M
JFA
96
JNBA Financial Advisors
Minnesota
$2.96M
SWGC
97
Summit Wealth Group (Colorado)
Colorado
$2.95M
FI
98
Financial Insights
Washington
$2.77M
BMWS
99
Brady Martz Wealth Solutions
North Dakota
$2.75M
PAG
100
Private Advisor Group
New Jersey
$2.73M