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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
EF
126
Envision Financial
Wisconsin
$2.07M
MWA
127
Midland Wealth Advisors
Illinois
$2.06M
FMTCOCP
128
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.02M
YWS
129
Yarger Wealth Strategies
Ohio
$2M
ATC
130
Argent Trust Co
Tennessee
$1.98M
RA
131
Rodgers & Associates
Pennsylvania
$1.95M
FMN
132
Financial Management Network
California
$1.91M
Corient Private Wealth
133
Corient Private Wealth
Florida
$1.9M
CF
134
Centaurus Financial
California
$1.9M
PAS
135
Park Avenue Securities
New York
$1.88M
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$1.87M
FRA
137
FFG Retirement Advisors
Colorado
$1.82M
CPIG
138
Chicago Partners Investment Group
Illinois
$1.82M
HI
139
Harbour Investments
Wisconsin
$1.79M
Truist Financial
140
Truist Financial
North Carolina
$1.78M
GVAG
141
Great Valley Advisor Group
Delaware
$1.74M
CAL
142
Capital Advisors Ltd
Ohio
$1.68M
FAP
143
Financial Advisory Partners
Florida
$1.67M
CIA
144
Concurrent Investment Advisors
Florida
$1.67M
MFG
145
Merit Financial Group
Georgia
$1.66M
Goldman Sachs
146
Goldman Sachs
New York
$1.63M
IWC
147
Integrated Wealth Concepts
Massachusetts
$1.62M
SIA
148
Soltis Investment Advisors
Utah
$1.62M
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.62M
WB
150
WesBanco Bank
West Virginia
$1.61M