DON icon

WisdomTree US MidCap Dividend Fund

458 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 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
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
PWMAG
226
Pinnacle Wealth Management Advisory Group
New Jersey
$682K
TNBTD
227
Trustmark National Bank Trust Department
Mississippi
$675K
HWM
228
HB Wealth Management
Georgia
$675K
AF
229
Allworth Financial
California
$666K
UPS
230
UHLMANN PRICE SECURITIES
Illinois
$650K
WIM
231
WealthPlan Investment Management
Nebraska
$649K
IIC
232
Ironwood Investment Counsel
Arizona
$648K
Citigroup
233
Citigroup
New York
$634K
NIWA
234
New Insight Wealth Advisors
California
$625K
HA
235
Hanover Advisors
South Carolina
$624K
NHT
236
New Hampshire Trust
New Hampshire
$620K
CWA
237
Centennial Wealth Advisory
Michigan
$617K
RAM
238
Redmond Asset Management
Virginia
$612K
VCM
239
Vines Capital Management
Louisiana
$608K
WWA
240
WCG Wealth Advisors
Nevada
$594K
CASB
241
Cape Ann Savings Bank
Massachusetts
$594K
AQR Capital Management
242
AQR Capital Management
Connecticut
$564K
FLPIM
243
F.L. Putnam Investment Management
Massachusetts
$561K
Franklin Resources
244
Franklin Resources
California
$558K
SS
245
Sunbelt Securities
Texas
$551K
GWM
246
Geneos Wealth Management
Colorado
$546K
CIA
247
Concurrent Investment Advisors
Florida
$544K
AA
248
Ancora Advisors
Ohio
$539K
SI
249
Saxon Interests
Texas
$535K
IAN
250
Integrated Advisors Network
Texas
$528K