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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
WWM
226
Western Wealth Management
Colorado
$712K
EWA
227
Exencial Wealth Advisors
Oklahoma
$700K
Betterment LLC
228
Betterment LLC
New York
$699K
JIC
229
Johnson Investment Counsel
Ohio
$688K
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$682K
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$675K
HWM
232
HB Wealth Management
Georgia
$675K
AF
233
Allworth Financial
California
$666K
UPS
234
UHLMANN PRICE SECURITIES
Illinois
$650K
WIM
235
WealthPlan Investment Management
Nebraska
$649K
IIC
236
Ironwood Investment Counsel
Arizona
$648K
ADL
237
Asset Dedication LLC
California
$646K
Citigroup
238
Citigroup
New York
$634K
NIWA
239
New Insight Wealth Advisors
California
$625K
HA
240
Hanover Advisors
South Carolina
$624K
NHT
241
New Hampshire Trust
New Hampshire
$620K
CWA
242
Centennial Wealth Advisory
Michigan
$617K
RAM
243
Redmond Asset Management
Virginia
$612K
VCM
244
Vines Capital Management
Louisiana
$608K
WWA
245
WCG Wealth Advisors
Nevada
$594K
CASB
246
Cape Ann Savings Bank
Massachusetts
$594K
AQR Capital Management
247
AQR Capital Management
Connecticut
$564K
FLPIM
248
F.L. Putnam Investment Management
Massachusetts
$561K
Franklin Resources
249
Franklin Resources
California
$558K
NA
250
NewEdge Advisors
Louisiana
$552K