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WisdomTree US MidCap Dividend Fund

420 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, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
HCP
201
Holt Capital Partners
Texas
$832K
CPC
202
Consolidated Planning Corp
Georgia
$828K
MSA
203
Marathon Strategic Advisors
Pennsylvania
$815K
JIC
204
Johnson Investment Counsel
Ohio
$814K
SF
205
Summit Financial
New Jersey
$800K
TFG
206
Team Financial Group
California
$790K
AGA
207
Arkos Global Advisors
Texas
$774K
PWMAG
208
Pinnacle Wealth Management Advisory Group
New Jersey
$765K
EWA
209
Exencial Wealth Advisors
Oklahoma
$759K
Betterment LLC
210
Betterment LLC
New York
$756K
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$745K
BIM
212
Bridges Investment Management
Nebraska
$725K
GC
213
Guidance Capital
Kentucky
$714K
HWM
214
HB Wealth Management
Georgia
$708K
IIC
215
Ironwood Investment Counsel
Arizona
$681K
RW
216
Rockport Wealth
Ohio
$678K
UPS
217
UHLMANN PRICE SECURITIES
Illinois
$657K
SI
218
Saxon Interests
Texas
$645K
ADL
219
Asset Dedication LLC
California
$643K
AC
220
Anson Capital
Georgia
$633K
HA
221
Hanover Advisors
South Carolina
$621K
NHT
222
New Hampshire Trust
New Hampshire
$617K
RAM
223
Redmond Asset Management
Virginia
$610K
Citigroup
224
Citigroup
New York
$598K
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$590K