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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
NC
176
NewSquare Capital
Pennsylvania
$1.1M +$11.6K +234 +1%
GDP
177
Great Diamond Partners
Maine
$1.1M -$15.8K -319 -1%
AF
178
Apexium Financial
Texas
$1.09M -$15.1K -305 -1%
KWM
179
Kaydan Wealth Management
Michigan
$1.08M -$149 -3 -0%
GI
180
GLOBALT Investments
Georgia
$1.07M -$1.19M -23,952 -53%
RA
181
RiverTree Advisors
Florida
$1.07M +$1.07M +21,507 New
CWM
182
Collaborative Wealth Management
Florida
$1.06M +$21.5K +435 +2%
SB
183
Simmons Bank
Arkansas
$1.06M
MF
184
Meridian Financial
Massachusetts
$1.06M -$9.31K -188 -0.9%
TLFA
185
True Link Financial Advisors
California
$1.02M +$1.02M +20,678 New
PA
186
Pinnacle Associates
New York
$1.02M -$169K -3,409 -14%
HIW
187
Holos Integrated Wealth
Pennsylvania
$1.02M -$1.19K -24 -0.1%
NWA
188
Navis Wealth Advisors
New York
$1.01M +$53.9K +1,088 +6%
SPIA
189
Steward Partners Investment Advisory
New York
$1.01M +$61.9K +1,250 +7%
WCP
190
Wealthcare Capital Partners
Pennsylvania
$996K +$66K +1,333 +7%
PWA
191
Prairie Wealth Advisors
Nebraska
$978K +$48.6K +981 +5%
DWM
192
Denver Wealth Management
Colorado
$969K -$17.7K -357 -2%
GFP
193
Gryphon Financial Partners
Ohio
$954K -$42.2K -853 -4%
JWBC
194
John W. Brooker & Co
California
$944K +$99 +2 +0%
TFG
195
Team Financial Group
California
$923K -$1.72M -34,677 -65%
GWM
196
Geneos Wealth Management
Colorado
$919K +$541K +10,925 +143%
WA
197
Waverly Advisors
Alabama
$916K
MAMG
198
Milestone Asset Management Group
Connecticut
$867K +$519K +10,357 +149%
OWA
199
Octavia Wealth Advisors
Ohio
$864K +$149 +3 +0%
MSA
200
Marino Stram & Associates
Massachusetts
$862K +$693 +14 +0.1%