DON icon

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 %
FI
101
Financial Insights
Washington
$2.93M -$166K -3,361 -5%
BPA
102
Beacon Pointe Advisors
California
$2.87M -$14.5K -293 -0.5%
BMWS
103
Brady Martz Wealth Solutions
North Dakota
$2.78M +$10.4K +209 +0.4%
DFP
104
Defined Financial Planning
California
$2.69M +$163K +3,291 +6%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M -$76.5K -1,544 -3%
MWA
106
Midland Wealth Advisors
Illinois
$2.62M -$103K -2,078 -4%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.62M -$275K -5,557 -10%
BW
108
BIP Wealth
Georgia
$2.62M -$34K -687 -1%
FFA
109
Founders Financial Alliance
North Carolina
$2.56M +$112K +2,259 +5%
VA
110
Vident Advisory
Georgia
$2.55M
AWM
111
Apollon Wealth Management
South Carolina
$2.54M +$14.5K +293 +0.6%
IF
112
Intrua Financial
Texas
$2.49M +$620K +12,527 +33%
FLPIM
113
F.L. Putnam Investment Management
Massachusetts
$2.37M +$1.85M +37,408 +355%
Northern Trust
114
Northern Trust
Illinois
$2.35M +$549K +11,090 +31%
PAG
115
Powers Advisory Group
Illinois
$2.26M -$89.1K -1,800 -4%
SWM
116
Silverlake Wealth Management
Vermont
$2.26M +$149 +3 +0%
PCG
117
Prosperity Consulting Group
Maryland
$2.21M -$49.3K -995 -2%
SL
118
Salomon & Ludwin
Virginia
$2.2M -$15.7K -317 -0.7%
HCP
119
Holt Capital Partners
Texas
$2.18M
SYBT
120
Stock Yards Bank & Trust
Kentucky
$2.17M -$549K -11,080 -20%
LFG
121
Larson Financial Group
Missouri
$2.16M +$625K +12,631 +41%
WDL
122
Well Done LLC
Michigan
$2.13M +$47.8K +938 +2%
EF
123
Envision Financial
Wisconsin
$2.03M -$24.6K -497 -1%
PS
124
Principal Securities
Iowa
$2M +$32.8K +643 +2%
RA
125
Rodgers & Associates
Pennsylvania
$2M -$21.1K -426 -1%