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WisdomTree US MidCap Dividend Fund

429 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 439429 (-10)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$287M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$10.7M
3 +$9.87M
4
DAS
Dynamic Advisor Solutions
Arizona
+$7.19M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.64M

Top Sellers

1 -$17.1M
2 -$9.35M
3 -$5.11M
4
SSB
Sandy Spring Bank
Maryland
-$4.57M
5
LPL Financial
LPL Financial
California
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$858K
PTP
202
Platform Technology Partners
New York
$854K
EWA
203
Exencial Wealth Advisors
Oklahoma
$845K
PWMAG
204
Pinnacle Wealth Management Advisory Group
New Jersey
$844K
RW
205
Rockport Wealth
Ohio
$839K
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$838K
Citadel Advisors
207
Citadel Advisors
Florida
$837K
SC
208
Savant Capital
Illinois
$834K
FFN
209
Focus Financial Network
Minnesota
$826K
BFW
210
Brady Family Wealth
Missouri
$794K
CPC
211
Consolidated Planning Corp
Georgia
$791K
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$788K
VC
213
Vicus Capital
Pennsylvania
$767K
MSA
214
Marathon Strategic Advisors
Pennsylvania
$757K
MA
215
Montag & Associates
Georgia
$756K
JIC
216
Johnson Investment Counsel
Ohio
$738K
AGA
217
Arkos Global Advisors
Texas
$737K
GC
218
Guidance Capital
Kentucky
$733K
PAS
219
Park Avenue Securities
New York
$724K
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$723K
SI
221
Saxon Interests
Texas
$714K
HWM
222
HB Wealth Management
Georgia
$671K
Betterment LLC
223
Betterment LLC
New York
$653K
MCA
224
Midwest Capital Advisors
Michigan
$641K
FAIM
225
Financial Advocates Investment Management
Washington
$636K