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WisdomTree US MidCap Dividend Fund

427 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 31 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
AF
176
Apexium Financial
Texas
$1.09M
OC
177
Oppenheimer & Co
New York
$1.08M
GDP
178
Great Diamond Partners
Maine
$1.08M
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$1.08M
Citadel Advisors
180
Citadel Advisors
Florida
$1.07M
SPIA
181
Steward Partners Investment Advisory
New York
$1.07M
HIW
182
Holos Integrated Wealth
Pennsylvania
$1.04M
MF
183
Meridian Financial
Massachusetts
$1.04M
CWM
184
Collaborative Wealth Management
Florida
$1.02M
PWA
185
Prairie Wealth Advisors
Nebraska
$1.02M
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$1.02M
TLFA
187
True Link Financial Advisors
California
$1.02M
GI
188
GLOBALT Investments
Georgia
$975K
SB
189
Simmons Bank
Arkansas
$975K
KWM
190
Kaydan Wealth Management
Michigan
$975K
DWM
191
Denver Wealth Management
Colorado
$974K
GFP
192
Gryphon Financial Partners
Ohio
$967K
PA
193
Pinnacle Associates
New York
$927K
WA
194
Waverly Advisors
Alabama
$915K
VC
195
Vicus Capital
Pennsylvania
$882K
FFN
196
Focus Financial Network
Minnesota
$879K
PTP
197
Platform Technology Partners
New York
$865K
JWCA
198
J.W. Cole Advisors
Florida
$863K
MSA
199
Marino Stram & Associates
Massachusetts
$860K
OWA
200
Octavia Wealth Advisors
Ohio
$855K