We are live on ! Find out more
DON icon

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
AIM
251
Aspen Investment Management
Michigan
$497K
SS
252
Sunbelt Securities
Texas
$496K
PI
253
PFG Investments
New York
$494K -$3.56K -69 -0.7%
HBS
254
Howard Bailey Securities
Indiana
$492K -$5.44M -105,664 -92%
WWM
255
Western Wealth Management
Colorado
$487K +$10.5K +203 +2%
PT
256
Plimoth Trust
Massachusetts
$485K
EAM
257
Evanson Asset Management
California
$484K +$3.5K +68 +0.7%
VPP
258
Vertex Planning Partners
Illinois
$481K -$7.11K -138 -1%
RW
259
Rockport Wealth
Ohio
$479K -$190K -3,686 -28%
IA
260
IFP Advisors
Florida
$470K -$8.86K -172 -2%
BRWA
261
B. Riley Wealth Advisors
Florida
$466K -$56.9K -1,105 -11%
HT
262
Heritage Trust
Oklahoma
$457K -$20.3K -393 -4%
WF
263
WealthPoint Financial
North Carolina
$453K +$452K +8,773 New
GWM
264
Geneos Wealth Management
Colorado
$450K -$5.15K -100 -1%
WIA
265
World Investment Advisors
California
$444K +$22.8K +442 +5%
BCAM
266
Boston Common Asset Management
Massachusetts
$439K +$438K +8,500 New
MWM
267
Modern Wealth Management
Kansas
$438K +$52 +1 +0%
IFWM
268
Institute for Wealth Management
Colorado
$437K
GSWM
269
Golden State Wealth Management
California
$434K -$12.8K -248 -3%
MA
270
MCF Advisors
Kentucky
$433K +$54.2K +1,052 +14%
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$426K +$15.4K +298 +4%
CFG
272
Citizens Financial Group
Rhode Island
$424K
RSWA
273
Robinson Smith Wealth Advisors
Maine
$421K
ONB
274
Old National Bancorp
Indiana
$421K
MWA
275
Medallion Wealth Advisors
Connecticut
$418K +$19.8K +385 +5%