DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

420 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 29 funds opening new positions, 164 increasing their positions, 151 reducing their positions, and 30 closing their positions.

Holders
420
Holders Change
-8
Holders Change %
-1.87%
% of All Funds
5.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
29
Increased
164
Reduced
151
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$54.4M
2
AUB
2
Atlantic Union Bankshares
Virginia
$19.6M
3
Bank of America
3
Bank of America
North Carolina
$243M
4
UBS Group
4
UBS Group
Switzerland
$89.6M
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$11.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.1M
2
IWP
2
Invenio Wealth Partners
Florida
$0
3
Ameriprise
3
Ameriprise
Minnesota
$68.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$621K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
101
Intrua Financial
Texas
$2.7M 53,961 +3,678 +7%
BPA
102
Beacon Pointe Advisors
California
$2.7M 53,807 -4,058 -7%
UCFA
103
United Capital Financial Advisors
Texas
$2.69M 53,733 -6,273 -10%
FFA
104
Founders Financial Alliance
North Carolina
$2.68M 53,561 +1,958 +4%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M 53,036 -1,104 -2%
LFG
106
Larson Financial Group
Missouri
$2.58M 51,554 +7,930 +18%
VA
107
Vident Advisory
Georgia
$2.58M 51,428 – –
AWM
108
Apollon Wealth Management
South Carolina
$2.53M 50,397 -836 -2%
MWA
109
Midland Wealth Advisors
Illinois
$2.42M 48,362 -4,587 -9%
BW
110
BIP Wealth
Georgia
$2.35M 46,976 -5,842 -11%
PAG
111
Powers Advisory Group
Illinois
$2.31M 46,073 +337 +0.7%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$2.31M 46,043 +46,043 New
SL
113
Salomon & Ludwin
Virginia
$2.27M 44,141 -380 -0.9%
OP
114
ORG Partners
Indiana
$2.26M 44,325 +5,715 +15%
SWM
115
Silverlake Wealth Management
Vermont
$2.23M 44,573 -1,030 -2%
PCG
116
Prosperity Consulting Group
Maryland
$2.17M 43,391 -1,138 -3%
WDL
117
Well Done LLC
Michigan
$2.09M 41,788 -67 -0.2%
SYBT
118
Stock Yards Bank & Trust
Kentucky
$2.09M 41,741 -2,055 -5%
PS
119
Principal Securities
Iowa
$2.09M 41,690 +2,504 +6%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$2.09M 41,629 +4,953 +14%
OPWM
121
Oxinas Partners Wealth Management
Indiana
$2.07M 41,340 +1,336 +3%
WANY
122
Wealthspire Advisors (New York)
New York
$2.03M 40,562 +826 +2%
RA
123
Rodgers & Associates
Pennsylvania
$2.02M 40,287 – –
FMTCOCP
124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.01M 40,063 +8,029 +25%
EF
125
Envision Financial
Wisconsin
$2.01M 40,032 -991 -2%
3 4
5
6 7