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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
SEP
151
Southland Equity Partners
Missouri
$1.46M
BIA
152
Biondo Investment Advisors
Pennsylvania
$1.46M
HIA
153
Harbor Investment Advisory
Maryland
$1.46M
SCA
154
Snowden Capital Advisors
New York
$1.44M
EWA
155
EP Wealth Advisors
California
$1.43M
PAS
156
Park Avenue Securities
New York
$1.42M
CANC
157
Culbertson A N & Co
Virginia
$1.42M
Fidelity Investments
158
Fidelity Investments
Massachusetts
$1.37M
CB
159
Cadence Bank
Mississippi
$1.35M
MG
160
Mather Group
Illinois
$1.31M
WP
161
WealthShield Partners
North Carolina
$1.3M
Financial Engines Advisors
162
Financial Engines Advisors
California
$1.27M
O3W
163
Omni 360 Wealth
New Jersey
$1.26M
PWP
164
Principle Wealth Partners
Connecticut
$1.24M
AWA
165
Arkadios Wealth Advisors
Georgia
$1.24M
Jane Street
166
Jane Street
New York
$1.22M
GIA
167
Gladstone Institutional Advisory
Florida
$1.21M
NC
168
NewSquare Capital
Pennsylvania
$1.21M
MMA
169
Miracle Mile Advisors
California
$1.21M
ICM
170
IMS Capital Management
Oregon
$1.19M
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$1.15M
PSF
172
Pacific Sun Financial
California
$1.15M
WCP
173
Wealthcare Capital Partners
Pennsylvania
$1.14M
IWM
174
IHT Wealth Management
Illinois
$1.13M
CWM
175
Connecticut Wealth Management
Connecticut
$1.13M