DON icon

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
SI
251
Saxon Interests
Texas
$535K
IAN
252
Integrated Advisors Network
Texas
$528K
AIM
253
Aspen Investment Management
Michigan
$506K
HBS
254
Howard Bailey Securities
Indiana
$498K
EAM
255
Evanson Asset Management
California
$496K
PI
256
PFG Investments
New York
$490K
VPP
257
Vertex Planning Partners
Illinois
$477K
HT
258
Heritage Trust
Oklahoma
$466K
PT
259
Plimoth Trust
Massachusetts
$455K
WF
260
WealthPoint Financial
North Carolina
$453K
MA
261
MCF Advisors
Kentucky
$447K
BCAM
262
Boston Common Asset Management
Massachusetts
$447K
IFWM
263
Institute for Wealth Management
Colorado
$445K
GSWM
264
Golden State Wealth Management
California
$442K
CFG
265
Citizens Financial Group
Rhode Island
$432K
RSWA
266
Robinson Smith Wealth Advisors
Maine
$429K
PFPG
267
Pinnacle Financial Partners (Georgia)
Georgia
$429K
ONB
268
Old National Bancorp
Indiana
$428K
Vontobel Holding
269
Vontobel Holding
Switzerland
$417K
BRWA
270
B. Riley Wealth Advisors
Florida
$414K
Invesco
271
Invesco
Georgia
$413K
MWA
272
Medallion Wealth Advisors
Connecticut
$411K
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$411K
MWM
274
Modern Wealth Management
Kansas
$403K
LWL
275
Leo Wealth LLC
Texas
$400K