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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
SS
251
Sunbelt Securities
Texas
$551K
GWM
252
Geneos Wealth Management
Colorado
$546K
CIA
253
Concurrent Investment Advisors
Florida
$544K
AA
254
Ancora Advisors
Ohio
$539K
SI
255
Saxon Interests
Texas
$535K
IAN
256
Integrated Advisors Network
Texas
$528K
AIM
257
Aspen Investment Management
Michigan
$506K
WF
258
WealthPoint Financial
North Carolina
$501K
HBS
259
Howard Bailey Securities
Indiana
$498K
EAM
260
Evanson Asset Management
California
$496K
PI
261
PFG Investments
New York
$490K
VPP
262
Vertex Planning Partners
Illinois
$477K
HT
263
Heritage Trust
Oklahoma
$466K
PT
264
Plimoth Trust
Massachusetts
$455K
MA
265
MCF Advisors
Kentucky
$447K
BCAM
266
Boston Common Asset Management
Massachusetts
$447K
IFWM
267
Institute for Wealth Management
Colorado
$445K
GSWM
268
Golden State Wealth Management
California
$442K
CFG
269
Citizens Financial Group
Rhode Island
$432K
RSWA
270
Robinson Smith Wealth Advisors
Maine
$429K
PFPG
271
Pinnacle Financial Partners (Georgia)
Georgia
$429K
ONB
272
Old National Bancorp
Indiana
$428K
Vontobel Holding
273
Vontobel Holding
Switzerland
$417K
BRWA
274
B. Riley Wealth Advisors
Florida
$414K
Invesco
275
Invesco
Georgia
$413K