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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
101
Financial Insights
Washington
$2.93M
BPA
102
Beacon Pointe Advisors
California
$2.87M
BMWS
103
Brady Martz Wealth Solutions
North Dakota
$2.78M
DFP
104
Defined Financial Planning
California
$2.69M
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M
MWA
106
Midland Wealth Advisors
Illinois
$2.62M
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.62M
BW
108
BIP Wealth
Georgia
$2.62M
FFA
109
Founders Financial Alliance
North Carolina
$2.56M
VA
110
Vident Advisory
Georgia
$2.55M
AWM
111
Apollon Wealth Management
South Carolina
$2.54M
IF
112
Intrua Financial
Texas
$2.49M
FLPIM
113
F.L. Putnam Investment Management
Massachusetts
$2.37M
Northern Trust
114
Northern Trust
Illinois
$2.35M
PAG
115
Powers Advisory Group
Illinois
$2.26M
SWM
116
Silverlake Wealth Management
Vermont
$2.26M
PCG
117
Prosperity Consulting Group
Maryland
$2.21M
SL
118
Salomon & Ludwin
Virginia
$2.2M
HCP
119
Holt Capital Partners
Texas
$2.18M
SYBT
120
Stock Yards Bank & Trust
Kentucky
$2.17M
LFG
121
Larson Financial Group
Missouri
$2.16M
WDL
122
Well Done LLC
Michigan
$2.13M
EF
123
Envision Financial
Wisconsin
$2.03M
PS
124
Principal Securities
Iowa
$2M
RA
125
Rodgers & Associates
Pennsylvania
$2M