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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
VPP
251
Vertex Planning Partners
Illinois
$481K
RW
252
Rockport Wealth
Ohio
$479K
IA
253
IFP Advisors
Florida
$470K
BRWA
254
B. Riley Wealth Advisors
Florida
$466K
HT
255
Heritage Trust
Oklahoma
$457K
WF
256
WealthPoint Financial
North Carolina
$453K
GWM
257
Geneos Wealth Management
Colorado
$450K
BCAM
258
Boston Common Asset Management
Massachusetts
$439K
MWM
259
Modern Wealth Management
Kansas
$438K
IFWM
260
Institute for Wealth Management
Colorado
$437K
GSWM
261
Golden State Wealth Management
California
$434K
MA
262
MCF Advisors
Kentucky
$433K
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$426K
CFG
264
Citizens Financial Group
Rhode Island
$424K
RSWA
265
Robinson Smith Wealth Advisors
Maine
$421K
ONB
266
Old National Bancorp
Indiana
$421K
WIA
267
World Investment Advisors
California
$417K
BWM
268
BCGM Wealth Management
Indiana
$414K
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$403K
PTC
270
Private Trust Company
Ohio
$400K
LWL
271
Leo Wealth LLC
Texas
$393K
FHA
272
Flagship Harbor Advisors
Massachusetts
$390K
KIA
273
KCM Investment Advisors
California
$385K
Invesco
274
Invesco
Georgia
$379K
Vontobel Holding
275
Vontobel Holding
Switzerland
$376K