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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
ICM
176
IMS Capital Management
Oregon
$1.16M
SPIA
177
Steward Partners Investment Advisory
New York
$1.14M
BA
178
Bristlecone Advisors
Washington
$1.14M
AF
179
Apexium Financial
Texas
$1.13M
GDP
180
Great Diamond Partners
Maine
$1.09M
CWM
181
Collaborative Wealth Management
Florida
$1.08M
MF
182
Meridian Financial
Massachusetts
$1.07M
PWA
183
Prairie Wealth Advisors
Nebraska
$1.07M
TLFA
184
True Link Financial Advisors
California
$1.06M
KWM
185
Kaydan Wealth Management
Michigan
$1.01M
GFP
186
Gryphon Financial Partners
Ohio
$971K
GI
187
GLOBALT Investments
Georgia
$966K
PA
188
Pinnacle Associates
New York
$950K
WA
189
Waverly Advisors
Alabama
$940K
DWM
190
Denver Wealth Management
Colorado
$939K
FFN
191
Focus Financial Network
Minnesota
$929K
VC
192
Vicus Capital
Pennsylvania
$923K
PTP
193
Platform Technology Partners
New York
$902K
MSA
194
Marino Stram & Associates
Massachusetts
$898K
JWCA
195
J.W. Cole Advisors
Florida
$893K
SC
196
Savant Capital
Illinois
$881K
OWA
197
Octavia Wealth Advisors
Ohio
$879K
NWA
198
Navis Wealth Advisors
New York
$866K
SB
199
Simmons Bank
Arkansas
$861K
BFW
200
Brady Family Wealth
Missouri
$839K