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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.96M
MFG
127
Merit Financial Group
Georgia
$1.96M
AAS
128
Avantax Advisory Services
Texas
$1.96M
FMN
129
Financial Management Network
California
$1.94M
HAG
130
HF Advisory Group
Maryland
$1.93M
ATC
131
Argent Trust Co
Tennessee
$1.92M
YWS
132
Yarger Wealth Strategies
Ohio
$1.91M
CPIG
133
Chicago Partners Investment Group
Illinois
$1.9M
FLPIM
134
F.L. Putnam Investment Management
Massachusetts
$1.88M
P
135
&Partners
Tennessee
$1.84M
CF
136
Centaurus Financial
California
$1.82M
Northern Trust
137
Northern Trust
Illinois
$1.82M
FRA
138
FFG Retirement Advisors
Colorado
$1.73M
GVAG
139
Great Valley Advisor Group
Delaware
$1.7M
CAL
140
Capital Advisors Ltd
Ohio
$1.7M
HI
141
Harbour Investments
Wisconsin
$1.64M
SIA
142
Soltis Investment Advisors
Utah
$1.61M
FAP
143
Financial Advisory Partners
Florida
$1.56M
CIA
144
Concurrent Investment Advisors
Florida
$1.54M
WB
145
WesBanco Bank
West Virginia
$1.53M
Comerica Bank
146
Comerica Bank
Texas
$1.51M
Truist Financial
147
Truist Financial
North Carolina
$1.5M
RFA
148
Resurgent Financial Advisors
Georgia
$1.5M
OWM
149
Opes Wealth Management
California
$1.48M
SEP
150
Southland Equity Partners
Missouri
$1.46M