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WisdomTree US MidCap Dividend Fund

428 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
Holders
428
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
29
Increased
185
Reduced
147
Closed
28
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$229M +$5.36M +108,267 +2%
Morgan Stanley
2
Morgan Stanley
New York
$122M -$1.62M -32,750 -1%
LPL Financial
3
LPL Financial
California
$99.3M -$3.74M -75,603 -4%
LW
4
Linscomb Wealth
Texas
$90.1M -$947K -19,120 -1%
UBS Group
5
UBS Group
Switzerland
$79.9M +$916K +18,490 +1%
Creative Planning
6
Creative Planning
Kansas
$75.7M -$1.55M -31,338 -2%
Ameriprise
7
Ameriprise
Minnesota
$75.1M +$2.2M +44,292 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$56.2M -$50.6K -1,022 -0.1%
Wells Fargo
9
Wells Fargo
California
$51.6M -$2.55M -51,483 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$48.8M +$40.7M +821,578 +503%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$42.1M +$541K +10,916 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$38.2M +$747K +15,085 +2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$30.5M +$9.87M +200,741 +48%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$26.4M +$877K +17,708 +3%
KAS
15
Kestra Advisory Services
Texas
$25.5M -$1.48M -29,890 -5%
CCM
16
Coldstream Capital Management
Washington
$24.7M -$1.45M -29,202 -6%
KeyBank National Association
17
KeyBank National Association
Ohio
$24.2M +$511K +10,322 +2%
IWP
18
IAG Wealth Partners
Wisconsin
$24M +$288K +5,810 +1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$22.4M -$112K -2,263 -0.5%
SSB
20
Sandy Spring Bank
Maryland
$21.4M -$4.57M -92,358 -18%
Osaic Holdings
21
Osaic Holdings
Arizona
$20M +$10.7M +216,260 +116%
TW
22
Trajan Wealth
Arizona
$19.3M -$2.02M -40,719 -9%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$18.4M +$3.72M +75,740 +25%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$18M -$1.8M -36,347 -9%
SFG
25
Stonebridge Financial Group
Pennsylvania
$16.7M +$594K +11,992 +4%