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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Apexium Financial
Texas
$1.09M -$12.4K -247 -1%
OC
177
Oppenheimer & Co
New York
$1.08M -$34.7K -693 -3%
GDP
178
Great Diamond Partners
Maine
$1.08M -$30.9K -616 -3%
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$1.08M +$281K +5,609 +35%
Citadel Advisors
180
Citadel Advisors
Florida
$1.07M +$225K +4,485 +27%
SPIA
181
Steward Partners Investment Advisory
New York
$1.07M +$42.3K +844 +4%
HIW
182
Holos Integrated Wealth
Pennsylvania
$1.04M +$963 +19 +0.1%
MF
183
Meridian Financial
Massachusetts
$1.04M -$29.6K -591 -3%
CWM
184
Collaborative Wealth Management
Florida
$1.02M -$50.2K -1,002 -5%
PWA
185
Prairie Wealth Advisors
Nebraska
$1.02M +$31.4K +627 +3%
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$1.02M +$171K +3,408 +20%
TLFA
187
True Link Financial Advisors
California
$1.02M -$19.6K -392 -2%
GI
188
GLOBALT Investments
Georgia
$975K -$107K -2,125 -10%
SB
189
Simmons Bank
Arkansas
$975K -$99K -1,975 -9%
KWM
190
Kaydan Wealth Management
Michigan
$975K -$116K -2,315 -11%
DWM
191
Denver Wealth Management
Colorado
$974K -$6.37K -127 -0.6%
GFP
192
Gryphon Financial Partners
Ohio
$967K +$1.1K +22 +0.1%
PA
193
Pinnacle Associates
New York
$927K -$109K -2,176 -11%
WA
194
Waverly Advisors
Alabama
$915K -$11.5K -230 -1%
VC
195
Vicus Capital
Pennsylvania
$882K +$105K +2,099 +14%
FFN
196
Focus Financial Network
Minnesota
$879K +$43.1K +860 +5%
PTP
197
Platform Technology Partners
New York
$865K
JWCA
198
J.W. Cole Advisors
Florida
$863K +$296K +5,900 +52%
MSA
199
Marino Stram & Associates
Massachusetts
$860K -$12.6K -251 -1%
OWA
200
Octavia Wealth Advisors
Ohio
$855K -$20K -400 -2%