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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$858K +$130K +2,627 +18%
PTP
202
Platform Technology Partners
New York
$854K
EWA
203
Exencial Wealth Advisors
Oklahoma
$845K -$1.29K -26 -0.2%
PWMAG
204
Pinnacle Wealth Management Advisory Group
New Jersey
$844K -$169K -3,410 -17%
RW
205
Rockport Wealth
Ohio
$839K -$12.9K -260 -2%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$838K +$109K +2,195 +15%
Citadel Advisors
207
Citadel Advisors
Florida
$837K +$553K +11,163 +195%
SC
208
Savant Capital
Illinois
$834K -$990 -20 -0.1%
FFN
209
Focus Financial Network
Minnesota
$826K -$29.7K -600 -3%
BFW
210
Brady Family Wealth
Missouri
$794K
CPC
211
Consolidated Planning Corp
Georgia
$791K +$22.8K +460 +3%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$788K +$39.7K +801 +5%
VC
213
Vicus Capital
Pennsylvania
$767K -$59K -1,191 -7%
MSA
214
Marathon Strategic Advisors
Pennsylvania
$757K -$1.49K -30 -0.2%
MA
215
Montag & Associates
Georgia
$756K +$693 +14 +0.1%
JIC
216
Johnson Investment Counsel
Ohio
$738K +$297 +6 +0%
AGA
217
Arkos Global Advisors
Texas
$737K -$32.9K -665 -4%
GC
218
Guidance Capital
Kentucky
$733K -$36.3K -752 -5%
PAS
219
Park Avenue Securities
New York
$724K +$317K +6,407 +78%
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$723K -$23.9K -483 -3%
SI
221
Saxon Interests
Texas
$714K +$145K +2,931 +26%
HWM
222
HB Wealth Management
Georgia
$671K +$130K +2,625 +24%
Betterment LLC
223
Betterment LLC
New York
$653K +$49.1K +992 +8%
MCA
224
Midwest Capital Advisors
Michigan
$641K -$225K -4,551 -26%
FAIM
225
Financial Advocates Investment Management
Washington
$636K +$990 +20 +0.2%