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WisdomTree US MidCap Dividend Fund

429 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
OWA
201
Octavia Wealth Advisors
Ohio
$855K
HCP
202
Holt Capital Partners
Texas
$847K
SC
203
Savant Capital
Illinois
$844K
BFW
204
Brady Family Wealth
Missouri
$804K
CPC
205
Consolidated Planning Corp
Georgia
$804K
NWA
206
Navis Wealth Advisors
New York
$782K
Goldman Sachs
207
Goldman Sachs
New York
$779K
TFG
208
Team Financial Group
California
$778K
GC
209
Guidance Capital
Kentucky
$770K
MSA
210
Marathon Strategic Advisors
Pennsylvania
$766K
JIC
211
Johnson Investment Counsel
Ohio
$756K
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$750K
EWA
213
Exencial Wealth Advisors
Oklahoma
$748K
AGA
214
Arkos Global Advisors
Texas
$742K
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$727K
RW
216
Rockport Wealth
Ohio
$715K
SI
217
Saxon Interests
Texas
$714K
Betterment LLC
218
Betterment LLC
New York
$712K
HWM
219
HB Wealth Management
Georgia
$679K
TRCT
220
Tower Research Capital (TRC)
New York
$663K
AF
221
Allworth Financial
California
$649K
KIM
222
Kestra Investment Management
Texas
$645K
ADL
223
Asset Dedication LLC
California
$627K
Two Sigma Investments
224
Two Sigma Investments
New York
$621K
SF
225
Summit Financial
New Jersey
$618K