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WisdomTree US MidCap Dividend Fund

426 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, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
BPA
101
Beacon Pointe Advisors
California
$2.7M
UCFA
102
United Capital Financial Advisors
Texas
$2.69M
FFA
103
Founders Financial Alliance
North Carolina
$2.68M
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M
LFG
105
Larson Financial Group
Missouri
$2.58M
VA
106
Vident Advisory
Georgia
$2.58M
AWM
107
Apollon Wealth Management
South Carolina
$2.53M
MWA
108
Midland Wealth Advisors
Illinois
$2.42M
BW
109
BIP Wealth
Georgia
$2.35M
PAG
110
Powers Advisory Group
Illinois
$2.31M
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$2.31M
SL
112
Salomon & Ludwin
Virginia
$2.27M
OP
113
ORG Partners
Indiana
$2.26M
SWM
114
Silverlake Wealth Management
Vermont
$2.23M
PCG
115
Prosperity Consulting Group
Maryland
$2.17M
WDL
116
Well Done LLC
Michigan
$2.09M
SYBT
117
Stock Yards Bank & Trust
Kentucky
$2.09M
PS
118
Principal Securities
Iowa
$2.09M
Natixis Advisors
119
Natixis Advisors
Massachusetts
$2.09M
OPWM
120
Oxinas Partners Wealth Management
Indiana
$2.07M
WANY
121
Wealthspire Advisors (New York)
New York
$2.03M
RA
122
Rodgers & Associates
Pennsylvania
$2.02M
FMTCOCP
123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.01M
EF
124
Envision Financial
Wisconsin
$2.01M
FNB
125
Farmers National Bank
Kentucky
$1.98M