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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
BEI
151
Benjamin Edwards Inc
Missouri
$1.57M
OWM
152
Opes Wealth Management
California
$1.57M
HIA
153
Harbor Investment Advisory
Maryland
$1.57M
RFA
154
Resurgent Financial Advisors
Georgia
$1.52M
BIA
155
Biondo Investment Advisors
Pennsylvania
$1.51M
SEP
156
Southland Equity Partners
Missouri
$1.51M
Comerica Bank
157
Comerica Bank
Texas
$1.5M
CANC
158
Culbertson A N & Co
Virginia
$1.48M
WCP
159
Wealthcare Capital Partners
Pennsylvania
$1.46M
SCA
160
Snowden Capital Advisors
New York
$1.41M
MG
161
Mather Group
Illinois
$1.4M
CB
162
Cadence Bank
Mississippi
$1.35M
O3W
163
Omni 360 Wealth
New Jersey
$1.34M
GIA
164
Gladstone Institutional Advisory
Florida
$1.34M
Financial Engines Advisors
165
Financial Engines Advisors
California
$1.33M
FFA
166
Farther Finance Advisors
California
$1.32M
AWA
167
Arkadios Wealth Advisors
Georgia
$1.3M
PWP
168
Principle Wealth Partners
Connecticut
$1.3M
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$1.29M
NC
170
NewSquare Capital
Pennsylvania
$1.29M
WP
171
WealthShield Partners
North Carolina
$1.28M
MMA
172
Miracle Mile Advisors
California
$1.26M
IWM
173
IHT Wealth Management
Illinois
$1.2M
PSF
174
Pacific Sun Financial
California
$1.19M
CWM
175
Connecticut Wealth Management
Connecticut
$1.18M