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WisdomTree US MidCap Dividend Fund

426 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 31 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
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
BIA
151
Biondo Investment Advisors
Pennsylvania
$1.46M
HIA
152
Harbor Investment Advisory
Maryland
$1.46M
SCA
153
Snowden Capital Advisors
New York
$1.44M
EWA
154
EP Wealth Advisors
California
$1.43M
PAS
155
Park Avenue Securities
New York
$1.42M
CANC
156
Culbertson A N & Co
Virginia
$1.42M
Fidelity Investments
157
Fidelity Investments
Massachusetts
$1.37M
CB
158
Cadence Bank
Mississippi
$1.35M
MG
159
Mather Group
Illinois
$1.31M
WP
160
WealthShield Partners
North Carolina
$1.3M
Financial Engines Advisors
161
Financial Engines Advisors
California
$1.27M
O3W
162
Omni 360 Wealth
New Jersey
$1.26M
PWP
163
Principle Wealth Partners
Connecticut
$1.24M
AWA
164
Arkadios Wealth Advisors
Georgia
$1.24M
Jane Street
165
Jane Street
New York
$1.22M
GIA
166
Gladstone Institutional Advisory
Florida
$1.21M
NC
167
NewSquare Capital
Pennsylvania
$1.21M
MMA
168
Miracle Mile Advisors
California
$1.21M
ICM
169
IMS Capital Management
Oregon
$1.19M
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$1.15M
PSF
171
Pacific Sun Financial
California
$1.15M
WCP
172
Wealthcare Capital Partners
Pennsylvania
$1.14M
IWM
173
IHT Wealth Management
Illinois
$1.13M
CWM
174
Connecticut Wealth Management
Connecticut
$1.13M
BA
175
Bristlecone Advisors
Washington
$1.12M