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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
HIA
151
Harbor Investment Advisory
Maryland
$1.57M
RFA
152
Resurgent Financial Advisors
Georgia
$1.52M
BIA
153
Biondo Investment Advisors
Pennsylvania
$1.51M
SEP
154
Southland Equity Partners
Missouri
$1.51M
Comerica Bank
155
Comerica Bank
Texas
$1.5M
CANC
156
Culbertson A N & Co
Virginia
$1.48M
WCP
157
Wealthcare Capital Partners
Pennsylvania
$1.46M
SCA
158
Snowden Capital Advisors
New York
$1.41M
MG
159
Mather Group
Illinois
$1.4M
CB
160
Cadence Bank
Mississippi
$1.35M
O3W
161
Omni 360 Wealth
New Jersey
$1.34M
GIA
162
Gladstone Institutional Advisory
Florida
$1.34M
Financial Engines Advisors
163
Financial Engines Advisors
California
$1.33M
FFA
164
Farther Finance Advisors
California
$1.32M
AWA
165
Arkadios Wealth Advisors
Georgia
$1.3M
PWP
166
Principle Wealth Partners
Connecticut
$1.3M
FLPIM
167
F.L. Putnam Investment Management
Massachusetts
$1.29M
NC
168
NewSquare Capital
Pennsylvania
$1.29M
WP
169
WealthShield Partners
North Carolina
$1.28M
MMA
170
Miracle Mile Advisors
California
$1.26M
IWM
171
IHT Wealth Management
Illinois
$1.2M
PSF
172
Pacific Sun Financial
California
$1.19M
CWM
173
Connecticut Wealth Management
Connecticut
$1.18M
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$1.17M
OC
175
Oppenheimer & Co
New York
$1.17M