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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$653K -$8.86K -172 -1%
IIC
227
Ironwood Investment Counsel
Arizona
$651K -$20.4K -395 -3%
MAMG
228
Milestone Asset Management Group
Connecticut
$649K +$70.4K +1,366 +12%
HWM
229
HB Wealth Management
Georgia
$644K -$55K -1,068 -8%
SEIA
230
Signature Estate & Investment Advisors
California
$642K -$3.89M -75,493 -86%
UPS
231
UHLMANN PRICE SECURITIES
Illinois
$636K -$12.7K -246 -2%
ADL
232
Asset Dedication LLC
California
$635K
SI
233
Saxon Interests
Texas
$631K
HA
234
Hanover Advisors
South Carolina
$613K
CWA
235
Centennial Wealth Advisory
Michigan
$610K +$34.4K +667 +6%
NHT
236
New Hampshire Trust
New Hampshire
$609K
VCM
237
Vines Capital Management
Louisiana
$601K +$600K +11,638 New
RAM
238
Redmond Asset Management
Virginia
$598K -$3.76K -73 -0.6%
NIWA
239
New Insight Wealth Advisors
California
$593K +$22.6K +439 +4%
Citigroup
240
Citigroup
New York
$589K -$567 -11 -0.1%
JWCA
241
J.W. Cole Advisors
Florida
$579K -$67.5K -1,310 -8%
WWA
242
WCG Wealth Advisors
Nevada
$576K +$575K +11,154 New
CAL
243
Capital Advisors Ltd
Ohio
$571K -$1.07M -20,810 -65%
NS
244
NBC Securities
Alabama
$556K +$93K +1,804 +20%
CASB
245
Cape Ann Savings Bank
Massachusetts
$547K
Cerity Partners
246
Cerity Partners
New York
$537K -$29.1K -564 -5%
NA
247
NewEdge Advisors
Louisiana
$537K -$19.7K -383 -4%
AA
248
Ancora Advisors
Ohio
$529K -$18K -350 -3%
Franklin Resources
249
Franklin Resources
California
$522K +$405K +7,850 +345%
IAN
250
Integrated Advisors Network
Texas
$519K