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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
AIM
251
Aspen Investment Management
Michigan
$506K
HBS
252
Howard Bailey Securities
Indiana
$498K
EAM
253
Evanson Asset Management
California
$496K
PI
254
PFG Investments
New York
$490K
VPP
255
Vertex Planning Partners
Illinois
$477K
HT
256
Heritage Trust
Oklahoma
$466K
PT
257
Plimoth Trust
Massachusetts
$455K
WF
258
WealthPoint Financial
North Carolina
$453K
MA
259
MCF Advisors
Kentucky
$447K
BCAM
260
Boston Common Asset Management
Massachusetts
$447K
IFWM
261
Institute for Wealth Management
Colorado
$445K
GSWM
262
Golden State Wealth Management
California
$442K
CFG
263
Citizens Financial Group
Rhode Island
$432K
RSWA
264
Robinson Smith Wealth Advisors
Maine
$429K
PFPG
265
Pinnacle Financial Partners (Georgia)
Georgia
$429K
ONB
266
Old National Bancorp
Indiana
$428K
Vontobel Holding
267
Vontobel Holding
Switzerland
$417K
BRWA
268
B. Riley Wealth Advisors
Florida
$414K
Invesco
269
Invesco
Georgia
$413K
MWA
270
Medallion Wealth Advisors
Connecticut
$411K
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$411K
MWM
272
Modern Wealth Management
Kansas
$403K
LWL
273
Leo Wealth LLC
Texas
$400K
First Trust Advisors
274
First Trust Advisors
Illinois
$395K
KIA
275
KCM Investment Advisors
California
$393K