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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$1.17M
OC
177
Oppenheimer & Co
New York
$1.17M
ICM
178
IMS Capital Management
Oregon
$1.16M
SPIA
179
Steward Partners Investment Advisory
New York
$1.14M
BA
180
Bristlecone Advisors
Washington
$1.14M
AF
181
Apexium Financial
Texas
$1.13M
GDP
182
Great Diamond Partners
Maine
$1.09M
CWM
183
Collaborative Wealth Management
Florida
$1.08M
MF
184
Meridian Financial
Massachusetts
$1.07M
PWA
185
Prairie Wealth Advisors
Nebraska
$1.07M
TLFA
186
True Link Financial Advisors
California
$1.06M
HIW
187
Holos Integrated Wealth
Pennsylvania
$1.03M
KWM
188
Kaydan Wealth Management
Michigan
$1.01M
GFP
189
Gryphon Financial Partners
Ohio
$971K
GI
190
GLOBALT Investments
Georgia
$966K
PA
191
Pinnacle Associates
New York
$950K
WA
192
Waverly Advisors
Alabama
$940K
DWM
193
Denver Wealth Management
Colorado
$939K
FFN
194
Focus Financial Network
Minnesota
$929K
VC
195
Vicus Capital
Pennsylvania
$923K
PTP
196
Platform Technology Partners
New York
$902K
MSA
197
Marino Stram & Associates
Massachusetts
$898K
JWCA
198
J.W. Cole Advisors
Florida
$893K
SC
199
Savant Capital
Illinois
$881K
OWA
200
Octavia Wealth Advisors
Ohio
$879K