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WisdomTree US MidCap Dividend Fund

427 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 31 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
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
HCP
201
Holt Capital Partners
Texas
$847K
SC
202
Savant Capital
Illinois
$844K
BFW
203
Brady Family Wealth
Missouri
$804K
CPC
204
Consolidated Planning Corp
Georgia
$804K
NWA
205
Navis Wealth Advisors
New York
$782K
Goldman Sachs
206
Goldman Sachs
New York
$779K
TFG
207
Team Financial Group
California
$778K
GC
208
Guidance Capital
Kentucky
$770K
MSA
209
Marathon Strategic Advisors
Pennsylvania
$766K
JIC
210
Johnson Investment Counsel
Ohio
$756K
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$750K
EWA
212
Exencial Wealth Advisors
Oklahoma
$748K
AGA
213
Arkos Global Advisors
Texas
$742K
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$727K
RW
215
Rockport Wealth
Ohio
$715K
SI
216
Saxon Interests
Texas
$714K
Betterment LLC
217
Betterment LLC
New York
$712K
HWM
218
HB Wealth Management
Georgia
$679K
TRCT
219
Tower Research Capital (TRC)
New York
$663K
AF
220
Allworth Financial
California
$649K
KIM
221
Kestra Investment Management
Texas
$645K
ADL
222
Asset Dedication LLC
California
$627K
Two Sigma Investments
223
Two Sigma Investments
New York
$621K
SF
224
Summit Financial
New Jersey
$618K
NIWA
225
New Insight Wealth Advisors
California
$608K