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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
OPWM
126
Oxinas Partners Wealth Management
Indiana
$1.98M
HAG
127
HF Advisory Group
Maryland
$1.97M
WANY
128
Wealthspire Advisors (New York)
New York
$1.97M
OP
129
ORG Partners
Indiana
$1.97M
GVAG
130
Great Valley Advisor Group
Delaware
$1.96M
FNB
131
Farmers National Bank
Kentucky
$1.96M
ATC
132
Argent Trust Co
Tennessee
$1.9M
CPIG
133
Chicago Partners Investment Group
Illinois
$1.9M
YWS
134
Yarger Wealth Strategies
Ohio
$1.87M
Corient Private Wealth
135
Corient Private Wealth
Florida
$1.83M
Natixis Advisors
136
Natixis Advisors
Massachusetts
$1.82M
MFG
137
Merit Financial Group
Georgia
$1.8M
SIA
138
Soltis Investment Advisors
Utah
$1.74M
P
139
&Partners
Tennessee
$1.7M
CAL
140
Capital Advisors Ltd
Ohio
$1.67M
AAS
141
Avantax Advisory Services
Texas
$1.67M
FMTCOCP
142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.59M
CF
143
Centaurus Financial
California
$1.57M
FRA
144
FFG Retirement Advisors
Colorado
$1.54M
CANC
145
Culbertson A N & Co
Virginia
$1.53M
SCA
146
Snowden Capital Advisors
New York
$1.51M
CIA
147
Concurrent Investment Advisors
Florida
$1.5M
RFA
148
Resurgent Financial Advisors
Georgia
$1.46M
SEP
149
Southland Equity Partners
Missouri
$1.45M
FMN
150
Financial Management Network
California
$1.45M