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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$54.4M
2
AUB
Atlantic Union Bankshares
Virginia
$19.6M
3
Bank of America
Bank of America
North Carolina
$243M
4
UBS Group
UBS Group
Switzerland
$89.6M
5
CAMV
Concord Asset Management (Virginia)
Virginia
$11.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$17.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.1M
3
IWP
Invenio Wealth Partners
Florida
$0
4
Ameriprise
Ameriprise
Minnesota
$68.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
151
Biondo Investment Advisors
Pennsylvania
$1.46M +$1.5K +30 +0.1%
HIA
152
Harbor Investment Advisory
Maryland
$1.46M +$31.1K +620 +2%
SCA
153
Snowden Capital Advisors
New York
$1.44M -$79.1K -1,579 -5%
EWA
154
EP Wealth Advisors
California
$1.43M +$1K +20 +0.1%
PAS
155
Park Avenue Securities
New York
$1.42M +$685K +13,669 +94%
CANC
156
Culbertson A N & Co
Virginia
$1.42M -$130K -2,600 -8%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$1.37M +$10.4K +207 +0.8%
CB
158
Cadence Bank
Mississippi
$1.35M -$3.16K -63 -0.2%
MG
159
Mather Group
Illinois
$1.31M -$23K -459 -2%
WP
160
WealthShield Partners
North Carolina
$1.3M -$47.7K -952 -4%
Financial Engines Advisors
161
Financial Engines Advisors
California
$1.27M – – –
O3W
162
Omni 360 Wealth
New Jersey
$1.26M +$10K +200 +0.8%
PWP
163
Principle Wealth Partners
Connecticut
$1.24M – – –
AWA
164
Arkadios Wealth Advisors
Georgia
$1.24M +$949K +18,935 +330%
Jane Street
165
Jane Street
New York
$1.22M +$1.22M +24,335 New
GIA
166
Gladstone Institutional Advisory
Florida
$1.21M +$61.8K +1,234 +5%
NC
167
NewSquare Capital
Pennsylvania
$1.21M +$98.6K +1,968 +9%
MMA
168
Miracle Mile Advisors
California
$1.21M +$43.6K +870 +4%
ICM
169
IMS Capital Management
Oregon
$1.19M -$5.01K -100 -0.4%
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$1.15M -$202K -4,021 -15%
PSF
171
Pacific Sun Financial
California
$1.15M -$19K -380 -2%
WCP
172
Wealthcare Capital Partners
Pennsylvania
$1.14M +$134K +2,683 +13%
IWM
173
IHT Wealth Management
Illinois
$1.13M +$8.87K +177 +0.8%
CWM
174
Connecticut Wealth Management
Connecticut
$1.13M -$28.6K -570 -2%
BA
175
Bristlecone Advisors
Washington
$1.12M -$12.2K -244 -1%
5 6
7
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