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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
FFA
101
Founders Financial Alliance
North Carolina
$2.82M
IF
102
Intrua Financial
Texas
$2.74M
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M
VA
104
Vident Advisory
Georgia
$2.69M
PAG
105
Private Advisor Group
New Jersey
$2.68M
AWM
106
Apollon Wealth Management
South Carolina
$2.66M
UCFA
107
United Capital Financial Advisors
Texas
$2.48M
BW
108
BIP Wealth
Georgia
$2.46M
KWA
109
Kingswood Wealth Advisors
California
$2.45M
PAG
110
Powers Advisory Group
Illinois
$2.4M
SWM
111
Silverlake Wealth Management
Vermont
$2.32M
OPWM
112
Oxinas Partners Wealth Management
Indiana
$2.28M
PS
113
Principal Securities
Iowa
$2.19M
WDL
114
Well Done LLC
Michigan
$2.18M
OP
115
ORG Partners
Indiana
$2.18M
SYBT
116
Stock Yards Bank & Trust
Kentucky
$2.17M
Northern Trust
117
Northern Trust
Illinois
$2.15M
WANY
118
Wealthspire Advisors (New York)
New York
$2.14M
SL
119
Salomon & Ludwin
Virginia
$2.14M
HAG
120
HF Advisory Group
Maryland
$2.13M
P
121
&Partners
Tennessee
$2.12M
PCG
122
Prosperity Consulting Group
Maryland
$2.12M
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$2.09M
EF
124
Envision Financial
Wisconsin
$2.07M
MWA
125
Midland Wealth Advisors
Illinois
$2.06M