Who Owns WisdomTree U.S. MidCap Dividend Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in WisdomTree U.S. MidCap Dividend Fund.
Who crossed 5% of DON →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Lee, Kelleher & Klein Wealth ManagementUS MIDCAP DIVID229.5K shadded | $12.4M |
| Avidian Wealth Enterprises, LLCUS MIDCAP DIVID219.2K shtrimmed | $11.8M |
| Farther Finance Advisors, LLCETF206.1K shadded | $11.1M |
| MJT & Associates Financial Advisory Group, Inc.ETF130K shadded | $7M |
| Dickmeyer Boyce Financial Management, Inc.US MIDCAP DIVID125.7K shadded | $6.8M |
| Roan Capital PartnersUS MIDCAP DIVID114.1K shadded | $6.2M |
| Apeiron RIA LLCUS MIDCAP DIVID86.7K shtrimmed | $4.7M |
| INSPIRION WEALTH ADVISORS, LLCUS MIDCAP DIVID80.7K shtrimmed | $4.4M |
| HF Advisory Group, LLCUS MIDCAP DIVID46.6K shtrimmed | $2.5M |
| Wealth Enhancement Trust Services, Inc.US MIDCAP DIVID28.5K shtrimmed | $1.5M |
| FINANCIAL MANAGEMENT NETWORK INCUS MIDCAP DIVID23.3K shtrimmed | $1.3M |
| Kaydan Wealth Management, Inc.US MIDCAP DIVID20K shtrimmed | $1.1M |
| EASTERN BANKUS MIDCAP DIVID15.5K shtrimmed | $838.4K |
| Friday FinancialUS MIDCAP DIVID15K shadded | $812.8K |
| Capital Advisors Wealth Management, LLCUS MIDCAP DIVID5.5K shadded | $299.1K |
| Mallini Complete Financial Planning LLCETF3.9K shheld | $211.2K |
| CoreCap Advisors, LLCETF3.6K shadded | $192.7K |
| Investors Research CorpUS MIDCAP DIVID2.9K shtrimmed | $157.2K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund381 shheld | $20.6K |
| Rosenberg Matthew HamiltonETF21 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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