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WisdomTree US MidCap Dividend Fund

460 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
JIC
226
Johnson Investment Counsel
Ohio
$688K
PWMAG
227
Pinnacle Wealth Management Advisory Group
New Jersey
$682K
TNBTD
228
Trustmark National Bank Trust Department
Mississippi
$675K
HWM
229
HB Wealth Management
Georgia
$675K
AF
230
Allworth Financial
California
$666K
UPS
231
UHLMANN PRICE SECURITIES
Illinois
$650K
WIM
232
WealthPlan Investment Management
Nebraska
$649K
IIC
233
Ironwood Investment Counsel
Arizona
$648K
ADL
234
Asset Dedication LLC
California
$646K
Citigroup
235
Citigroup
New York
$634K
NIWA
236
New Insight Wealth Advisors
California
$625K
HA
237
Hanover Advisors
South Carolina
$624K
NHT
238
New Hampshire Trust
New Hampshire
$620K
CWA
239
Centennial Wealth Advisory
Michigan
$617K
RAM
240
Redmond Asset Management
Virginia
$612K
VCM
241
Vines Capital Management
Louisiana
$608K
WWA
242
WCG Wealth Advisors
Nevada
$594K
CASB
243
Cape Ann Savings Bank
Massachusetts
$594K
AQR Capital Management
244
AQR Capital Management
Connecticut
$564K
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$561K
Franklin Resources
246
Franklin Resources
California
$558K
SS
247
Sunbelt Securities
Texas
$551K
GWM
248
Geneos Wealth Management
Colorado
$546K
CIA
249
Concurrent Investment Advisors
Florida
$544K
AA
250
Ancora Advisors
Ohio
$539K