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WisdomTree US MidCap Dividend Fund

428 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
$879K
NWA
202
Navis Wealth Advisors
New York
$866K
SB
203
Simmons Bank
Arkansas
$861K
BFW
204
Brady Family Wealth
Missouri
$839K
HCP
205
Holt Capital Partners
Texas
$832K
CPC
206
Consolidated Planning Corp
Georgia
$828K
MSA
207
Marathon Strategic Advisors
Pennsylvania
$815K
JIC
208
Johnson Investment Counsel
Ohio
$814K
SF
209
Summit Financial
New Jersey
$800K
TFG
210
Team Financial Group
California
$790K
AGA
211
Arkos Global Advisors
Texas
$774K
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$765K
EWA
213
Exencial Wealth Advisors
Oklahoma
$759K
Betterment LLC
214
Betterment LLC
New York
$756K
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$745K
BIM
216
Bridges Investment Management
Nebraska
$725K
GC
217
Guidance Capital
Kentucky
$714K
HWM
218
HB Wealth Management
Georgia
$708K
IIC
219
Ironwood Investment Counsel
Arizona
$681K
RW
220
Rockport Wealth
Ohio
$678K
AF
221
Allworth Financial
California
$670K
UPS
222
UHLMANN PRICE SECURITIES
Illinois
$657K
SI
223
Saxon Interests
Texas
$645K
ADL
224
Asset Dedication LLC
California
$643K
AC
225
Anson Capital
Georgia
$633K