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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
BA
176
Bristlecone Advisors
Washington
$1.12M
AF
177
Apexium Financial
Texas
$1.09M
OC
178
Oppenheimer & Co
New York
$1.08M
GDP
179
Great Diamond Partners
Maine
$1.08M
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$1.08M
Citadel Advisors
181
Citadel Advisors
Florida
$1.07M
SPIA
182
Steward Partners Investment Advisory
New York
$1.07M
HIW
183
Holos Integrated Wealth
Pennsylvania
$1.04M
MF
184
Meridian Financial
Massachusetts
$1.04M
CWM
185
Collaborative Wealth Management
Florida
$1.02M
PWA
186
Prairie Wealth Advisors
Nebraska
$1.02M
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$1.02M
TLFA
188
True Link Financial Advisors
California
$1.02M
GI
189
GLOBALT Investments
Georgia
$975K
SB
190
Simmons Bank
Arkansas
$975K
KWM
191
Kaydan Wealth Management
Michigan
$975K
DWM
192
Denver Wealth Management
Colorado
$974K
GFP
193
Gryphon Financial Partners
Ohio
$967K
PA
194
Pinnacle Associates
New York
$927K
WA
195
Waverly Advisors
Alabama
$915K
VC
196
Vicus Capital
Pennsylvania
$882K
FFN
197
Focus Financial Network
Minnesota
$879K
PTP
198
Platform Technology Partners
New York
$865K
JWCA
199
J.W. Cole Advisors
Florida
$863K
MSA
200
Marino Stram & Associates
Massachusetts
$860K