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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 %
OPWM
126
Oxinas Partners Wealth Management
Indiana
$1.98M +$408K +8,241 +26%
HAG
127
HF Advisory Group
Maryland
$1.97M +$130K +2,625 +7%
WANY
128
Wealthspire Advisors (New York)
New York
$1.97M +$545 +11 +0%
OP
129
ORG Partners
Indiana
$1.97M +$1.21M +23,726 +159%
GVAG
130
Great Valley Advisor Group
Delaware
$1.96M +$387K +7,823 +25%
FNB
131
Farmers National Bank
Kentucky
$1.96M -$162K -3,270 -8%
ATC
132
Argent Trust Co
Tennessee
$1.9M -$27.2K -550 -1%
CPIG
133
Chicago Partners Investment Group
Illinois
$1.9M +$10.5K +219 +0.6%
YWS
134
Yarger Wealth Strategies
Ohio
$1.87M +$8.57K +173 +0.5%
Corient Private Wealth
135
Corient Private Wealth
Florida
$1.83M +$29.7K +600 +2%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$1.82M +$101K +2,038 +6%
MFG
137
Merit Financial Group
Georgia
$1.8M +$40K +807 +2%
SIA
138
Soltis Investment Advisors
Utah
$1.74M -$237K -4,784 -12%
P
139
&Partners
Tennessee
$1.7M +$1.06M +21,491 +165%
CAL
140
Capital Advisors Ltd
Ohio
$1.67M -$4.8K -97 -0.3%
AAS
141
Avantax Advisory Services
Texas
$1.67M +$207K +4,175 +14%
FMTCOCP
142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.59M +$28.1K +567 +2%
CF
143
Centaurus Financial
California
$1.57M +$64.2K +1,297 +4%
FRA
144
FFG Retirement Advisors
Colorado
$1.54M -$33.7K -681 -2%
CANC
145
Culbertson A N & Co
Virginia
$1.53M +$14.8K +298 +1%
SCA
146
Snowden Capital Advisors
New York
$1.51M -$62K -1,253 -4%
CIA
147
Concurrent Investment Advisors
Florida
$1.5M +$1.17M +23,604 +356%
RFA
148
Resurgent Financial Advisors
Georgia
$1.46M +$13.2K +266 +0.9%
SEP
149
Southland Equity Partners
Missouri
$1.45M -$9.66K -195 -0.7%
FMN
150
Financial Management Network
California
$1.45M +$341K +7,714 +31%