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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

424 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 31 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.3M
2
AUB
Atlantic Union Bankshares
Virginia
+$19.6M
3
Bank of America
Bank of America
North Carolina
+$12.1M
4
UBS Group
UBS Group
Switzerland
+$8.8M
5
CAMV
Concord Asset Management (Virginia)
Virginia
+$4.03M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$16.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
3
IWP
Invenio Wealth Partners
Florida
-$9.9M
4
Ameriprise
Ameriprise
Minnesota
-$7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
101
Intrua Financial
Texas
$2.7M +$184K +3,678 +7%
BPA
102
Beacon Pointe Advisors
California
$2.7M -$203K -4,058 -7%
UCFA
103
United Capital Financial Advisors
Texas
$2.69M -$314K -6,273 -10%
FFA
104
Founders Financial Alliance
North Carolina
$2.68M +$98.1K +1,958 +4%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M -$55.3K -1,104 -2%
LFG
106
Larson Financial Group
Missouri
$2.58M +$397K +7,930 +18%
VA
107
Vident Advisory
Georgia
$2.58M – – –
AWM
108
Apollon Wealth Management
South Carolina
$2.53M -$41.9K -836 -2%
MWA
109
Midland Wealth Advisors
Illinois
$2.42M -$230K -4,587 -9%
BW
110
BIP Wealth
Georgia
$2.35M -$293K -5,842 -11%
PAG
111
Powers Advisory Group
Illinois
$2.31M +$16.9K +337 +0.7%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$2.31M +$2.31M +46,043 New
SL
113
Salomon & Ludwin
Virginia
$2.27M -$19.5K -380 -0.9%
OP
114
ORG Partners
Indiana
$2.26M +$291K +5,715 +15%
SWM
115
Silverlake Wealth Management
Vermont
$2.23M -$51.6K -1,030 -2%
PCG
116
Prosperity Consulting Group
Maryland
$2.17M -$57K -1,138 -3%
WDL
117
Well Done LLC
Michigan
$2.09M -$3.36K -67 -0.2%
SYBT
118
Stock Yards Bank & Trust
Kentucky
$2.09M -$103K -2,055 -5%
PS
119
Principal Securities
Iowa
$2.09M +$126K +2,504 +6%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$2.09M +$248K +4,953 +14%
OPWM
121
Oxinas Partners Wealth Management
Indiana
$2.07M +$67K +1,336 +3%
WANY
122
Wealthspire Advisors (New York)
New York
$2.03M +$41.4K +826 +2%
RA
123
Rodgers & Associates
Pennsylvania
$2.02M – – –
FMTCOCP
124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.01M +$402K +8,029 +25%
EF
125
Envision Financial
Wisconsin
$2.01M -$49.7K -991 -2%
3 4
5
6 7