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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
CWM
176
Connecticut Wealth Management
Connecticut
$1.18M
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$1.17M
OC
178
Oppenheimer & Co
New York
$1.17M
ICM
179
IMS Capital Management
Oregon
$1.16M
SPIA
180
Steward Partners Investment Advisory
New York
$1.14M
BA
181
Bristlecone Advisors
Washington
$1.14M
AF
182
Apexium Financial
Texas
$1.13M
GDP
183
Great Diamond Partners
Maine
$1.09M
CWM
184
Collaborative Wealth Management
Florida
$1.08M
MF
185
Meridian Financial
Massachusetts
$1.07M
PWA
186
Prairie Wealth Advisors
Nebraska
$1.07M
TLFA
187
True Link Financial Advisors
California
$1.06M
HIW
188
Holos Integrated Wealth
Pennsylvania
$1.03M
KWM
189
Kaydan Wealth Management
Michigan
$1.01M
GFP
190
Gryphon Financial Partners
Ohio
$971K
GI
191
GLOBALT Investments
Georgia
$966K
PA
192
Pinnacle Associates
New York
$950K
WA
193
Waverly Advisors
Alabama
$940K
DWM
194
Denver Wealth Management
Colorado
$939K
FFN
195
Focus Financial Network
Minnesota
$929K
VC
196
Vicus Capital
Pennsylvania
$923K
PTP
197
Platform Technology Partners
New York
$902K
MSA
198
Marino Stram & Associates
Massachusetts
$898K
JWCA
199
J.W. Cole Advisors
Florida
$893K
SC
200
Savant Capital
Illinois
$881K