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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B 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, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$2.09M
EF
127
Envision Financial
Wisconsin
$2.07M
MWA
128
Midland Wealth Advisors
Illinois
$2.06M
FMTCOCP
129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.02M
YWS
130
Yarger Wealth Strategies
Ohio
$2M
ATC
131
Argent Trust Co
Tennessee
$1.98M
RA
132
Rodgers & Associates
Pennsylvania
$1.95M
FMN
133
Financial Management Network
California
$1.91M
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.9M
CF
135
Centaurus Financial
California
$1.9M
PAS
136
Park Avenue Securities
New York
$1.88M
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.87M
FRA
138
FFG Retirement Advisors
Colorado
$1.82M
CPIG
139
Chicago Partners Investment Group
Illinois
$1.82M
HI
140
Harbour Investments
Wisconsin
$1.79M
Truist Financial
141
Truist Financial
North Carolina
$1.78M
GVAG
142
Great Valley Advisor Group
Delaware
$1.74M
CAL
143
Capital Advisors Ltd
Ohio
$1.68M
FAP
144
Financial Advisory Partners
Florida
$1.67M
CIA
145
Concurrent Investment Advisors
Florida
$1.67M
MFG
146
Merit Financial Group
Georgia
$1.66M
Goldman Sachs
147
Goldman Sachs
New York
$1.63M
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.62M
SIA
149
Soltis Investment Advisors
Utah
$1.62M
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.62M