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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
HBS
251
Howard Bailey Securities
Indiana
$492K
WWM
252
Western Wealth Management
Colorado
$487K
PT
253
Plimoth Trust
Massachusetts
$485K
EAM
254
Evanson Asset Management
California
$484K
VPP
255
Vertex Planning Partners
Illinois
$481K
RW
256
Rockport Wealth
Ohio
$479K
IA
257
IFP Advisors
Florida
$470K
BRWA
258
B. Riley Wealth Advisors
Florida
$466K
HT
259
Heritage Trust
Oklahoma
$457K
WF
260
WealthPoint Financial
North Carolina
$453K
GWM
261
Geneos Wealth Management
Colorado
$450K
WIA
262
World Investment Advisors
California
$444K
BCAM
263
Boston Common Asset Management
Massachusetts
$439K
MWM
264
Modern Wealth Management
Kansas
$438K
IFWM
265
Institute for Wealth Management
Colorado
$437K
GSWM
266
Golden State Wealth Management
California
$434K
MA
267
MCF Advisors
Kentucky
$433K
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$426K
CFG
269
Citizens Financial Group
Rhode Island
$424K
RSWA
270
Robinson Smith Wealth Advisors
Maine
$421K
ONB
271
Old National Bancorp
Indiana
$421K
BWM
272
BCGM Wealth Management
Indiana
$414K
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$403K
PTC
274
Private Trust Company
Ohio
$400K
LWL
275
Leo Wealth LLC
Texas
$393K