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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
176
NewSquare Capital
Pennsylvania
$1.1M
GDP
177
Great Diamond Partners
Maine
$1.1M
AF
178
Apexium Financial
Texas
$1.09M
KWM
179
Kaydan Wealth Management
Michigan
$1.08M
GI
180
GLOBALT Investments
Georgia
$1.07M
RA
181
RiverTree Advisors
Florida
$1.07M
CWM
182
Collaborative Wealth Management
Florida
$1.06M
SB
183
Simmons Bank
Arkansas
$1.06M
MF
184
Meridian Financial
Massachusetts
$1.06M
TLFA
185
True Link Financial Advisors
California
$1.02M
PA
186
Pinnacle Associates
New York
$1.02M
HIW
187
Holos Integrated Wealth
Pennsylvania
$1.02M
NWA
188
Navis Wealth Advisors
New York
$1.01M
SPIA
189
Steward Partners Investment Advisory
New York
$1.01M
WCP
190
Wealthcare Capital Partners
Pennsylvania
$996K
PWA
191
Prairie Wealth Advisors
Nebraska
$978K
DWM
192
Denver Wealth Management
Colorado
$969K
GFP
193
Gryphon Financial Partners
Ohio
$954K
JWBC
194
John W. Brooker & Co
California
$944K
TFG
195
Team Financial Group
California
$923K
GWM
196
Geneos Wealth Management
Colorado
$919K
WA
197
Waverly Advisors
Alabama
$916K
MAMG
198
Milestone Asset Management Group
Connecticut
$867K
OWA
199
Octavia Wealth Advisors
Ohio
$864K
MSA
200
Marino Stram & Associates
Massachusetts
$862K