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WisdomTree US MidCap Dividend Fund

423 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 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
201
Holt Capital Partners
Texas
$847K -$1.36M -27,200 -62%
SC
202
Savant Capital
Illinois
$844K
BFW
203
Brady Family Wealth
Missouri
$804K
CPC
204
Consolidated Planning Corp
Georgia
$804K +$3.11K +62 +0.4%
NWA
205
Navis Wealth Advisors
New York
$782K -$243K -4,847 -24%
Goldman Sachs
206
Goldman Sachs
New York
$779K +$195K +3,900 +34%
TFG
207
Team Financial Group
California
$778K -$156K -3,114 -17%
GC
208
Guidance Capital
Kentucky
$770K +$10.2K +203 +1%
MSA
209
Marathon Strategic Advisors
Pennsylvania
$766K
JIC
210
Johnson Investment Counsel
Ohio
$756K +$9.47K +189 +1%
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$750K -$104K -2,076 -12%
EWA
212
Exencial Wealth Advisors
Oklahoma
$748K -$107K -2,130 -12%
AGA
213
Arkos Global Advisors
Texas
$742K -$3.66K -73 -0.5%
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$727K -$4.56K -91 -0.6%
RW
215
Rockport Wealth
Ohio
$715K -$134K -2,675 -16%
SI
216
Saxon Interests
Texas
$714K
Betterment LLC
217
Betterment LLC
New York
$712K +$50.8K +1,012 +8%
HWM
218
HB Wealth Management
Georgia
$679K
TRCT
219
Tower Research Capital (TRC)
New York
$663K +$663K +13,219 New
AF
220
Allworth Financial
California
$649K +$55K +1,097 +9%
KIM
221
Kestra Investment Management
Texas
$645K +$303K +6,081 +88%
ADL
222
Asset Dedication LLC
California
$627K +$10K +200 +2%
Two Sigma Investments
223
Two Sigma Investments
New York
$621K -$6.1M -121,700 -91%
SF
224
Summit Financial
New Jersey
$618K -$1.75K -35 -0.3%
NIWA
225
New Insight Wealth Advisors
California
$608K -$28.6K -570 -4%