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WisdomTree US MidCap Dividend Fund

425 hedge funds and large institutions have $2.12B 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, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
NWA
201
Navis Wealth Advisors
New York
$866K
SB
202
Simmons Bank
Arkansas
$861K
BFW
203
Brady Family Wealth
Missouri
$839K
HCP
204
Holt Capital Partners
Texas
$832K
CPC
205
Consolidated Planning Corp
Georgia
$828K
MSA
206
Marathon Strategic Advisors
Pennsylvania
$815K
JIC
207
Johnson Investment Counsel
Ohio
$814K
SF
208
Summit Financial
New Jersey
$800K
TFG
209
Team Financial Group
California
$790K
AGA
210
Arkos Global Advisors
Texas
$774K
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$765K
EWA
212
Exencial Wealth Advisors
Oklahoma
$759K
Betterment LLC
213
Betterment LLC
New York
$756K
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$745K
BIM
215
Bridges Investment Management
Nebraska
$725K
GC
216
Guidance Capital
Kentucky
$714K
HWM
217
HB Wealth Management
Georgia
$708K
IIC
218
Ironwood Investment Counsel
Arizona
$681K
RW
219
Rockport Wealth
Ohio
$678K
AF
220
Allworth Financial
California
$670K
UPS
221
UHLMANN PRICE SECURITIES
Illinois
$657K
SI
222
Saxon Interests
Texas
$645K
ADL
223
Asset Dedication LLC
California
$643K
AC
224
Anson Capital
Georgia
$633K
HA
225
Hanover Advisors
South Carolina
$621K