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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
151
Biondo Investment Advisors
Pennsylvania
$1.44M
Truist Financial
152
Truist Financial
North Carolina
$1.43M
WB
153
WesBanco Bank
West Virginia
$1.42M
EWA
154
EP Wealth Advisors
California
$1.41M
HIA
155
Harbor Investment Advisory
Maryland
$1.41M
FAP
156
Financial Advisory Partners
Florida
$1.4M
Fidelity Investments
157
Fidelity Investments
Massachusetts
$1.34M
CB
158
Cadence Bank
Mississippi
$1.34M
SFWC
159
Strategic Family Wealth Counselors
New Jersey
$1.34M
WP
160
WealthShield Partners
North Carolina
$1.33M
HI
161
Harbour Investments
Wisconsin
$1.33M
MG
162
Mather Group
Illinois
$1.32M
OWM
163
Opes Wealth Management
California
$1.3M
Comerica Bank
164
Comerica Bank
Texas
$1.26M
Financial Engines Advisors
165
Financial Engines Advisors
California
$1.25M
O3W
166
Omni 360 Wealth
New Jersey
$1.24M
PWP
167
Principle Wealth Partners
Connecticut
$1.23M
ICM
168
IMS Capital Management
Oregon
$1.18M
PSF
169
Pacific Sun Financial
California
$1.15M
MMA
170
Miracle Mile Advisors
California
$1.15M
CWM
171
Connecticut Wealth Management
Connecticut
$1.14M
GIA
172
Gladstone Institutional Advisory
Florida
$1.14M
BA
173
Bristlecone Advisors
Washington
$1.11M
OC
174
Oppenheimer & Co
New York
$1.11M
IWM
175
IHT Wealth Management
Illinois
$1.1M