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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
151
Biondo Investment Advisors
Pennsylvania
$1.44M -$25.3K -510 -2%
Truist Financial
152
Truist Financial
North Carolina
$1.43M -$93.6K -1,890 -6%
WB
153
WesBanco Bank
West Virginia
$1.42M +$75.5K +1,524 +6%
EWA
154
EP Wealth Advisors
California
$1.41M -$173K -3,498 -11%
HIA
155
Harbor Investment Advisory
Maryland
$1.41M -$41.9K -846 -3%
FAP
156
Financial Advisory Partners
Florida
$1.4M -$169K -3,412 -11%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$1.34M +$81.4K +1,644 +6%
CB
158
Cadence Bank
Mississippi
$1.34M -$184K -3,722 -12%
SFWC
159
Strategic Family Wealth Counselors
New Jersey
$1.34M +$1.39K +28 +0.1%
WP
160
WealthShield Partners
North Carolina
$1.33M +$77.4K +1,562 +6%
HI
161
Harbour Investments
Wisconsin
$1.33M +$68.8K +1,390 +5%
MG
162
Mather Group
Illinois
$1.32M -$68K -1,374 -5%
OWM
163
Opes Wealth Management
California
$1.3M +$2.48K +50 +0.2%
Comerica Bank
164
Comerica Bank
Texas
$1.26M -$18.3K -369 -1%
Financial Engines Advisors
165
Financial Engines Advisors
California
$1.25M +$1.88K +38 +0.2%
O3W
166
Omni 360 Wealth
New Jersey
$1.24M +$79.2K +1,600 +7%
PWP
167
Principle Wealth Partners
Connecticut
$1.23M
ICM
168
IMS Capital Management
Oregon
$1.18M -$74.3K -1,500 -6%
PSF
169
Pacific Sun Financial
California
$1.15M +$29.7K +600 +3%
MMA
170
Miracle Mile Advisors
California
$1.15M -$56.9K -1,150 -5%
CWM
171
Connecticut Wealth Management
Connecticut
$1.14M +$1.14M +23,039 New
GIA
172
Gladstone Institutional Advisory
Florida
$1.14M +$53.7K +1,084 +5%
BA
173
Bristlecone Advisors
Washington
$1.11M +$49.2K +994 +5%
OC
174
Oppenheimer & Co
New York
$1.11M +$186K +3,754 +20%
IWM
175
IHT Wealth Management
Illinois
$1.1M -$9.06K -183 -0.8%