DON icon

WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
BMWS
101
Brady Martz Wealth Solutions
North Dakota
$2.88M
FFA
102
Founders Financial Alliance
North Carolina
$2.82M
IF
103
Intrua Financial
Texas
$2.74M
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M
VA
105
Vident Advisory
Georgia
$2.69M
PAG
106
Private Advisor Group
New Jersey
$2.68M
AWM
107
Apollon Wealth Management
South Carolina
$2.66M
UCFA
108
United Capital Financial Advisors
Texas
$2.48M
BW
109
BIP Wealth
Georgia
$2.46M
KWA
110
Kingswood Wealth Advisors
California
$2.45M
PAG
111
Powers Advisory Group
Illinois
$2.4M
SWM
112
Silverlake Wealth Management
Vermont
$2.32M
OPWM
113
Oxinas Partners Wealth Management
Indiana
$2.28M
PS
114
Principal Securities
Iowa
$2.19M
WDL
115
Well Done LLC
Michigan
$2.18M
OP
116
ORG Partners
Indiana
$2.18M
SYBT
117
Stock Yards Bank & Trust
Kentucky
$2.17M
FNB
118
Farmers National Bank
Kentucky
$2.16M
Northern Trust
119
Northern Trust
Illinois
$2.15M
WANY
120
Wealthspire Advisors (New York)
New York
$2.14M
SL
121
Salomon & Ludwin
Virginia
$2.14M
HAG
122
HF Advisory Group
Maryland
$2.13M
P
123
&Partners
Tennessee
$2.12M
PCG
124
Prosperity Consulting Group
Maryland
$2.12M
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$2.09M