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WisdomTree US MidCap Dividend Fund

460 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 35 funds opening new positions, 145 increasing their positions, 180 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: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
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
First Trust Advisors
276
First Trust Advisors
Illinois
$395K
KIA
277
KCM Investment Advisors
California
$393K
DG
278
DMC Group
Alabama
$387K
WIA
279
World Investment Advisors
California
$386K
BWM
280
BCGM Wealth Management
Indiana
$385K
PFS
281
Prospera Financial Services
Texas
$384K
RIP
282
Reliant Investment Partners
North Carolina
$376K
FHA
283
Flagship Harbor Advisors
Massachusetts
$375K
SMBT
284
Southern Michigan Bank & Trust
Michigan
$375K
WMA
285
Wealth Management Associates
New Jersey
$372K
KPWS
286
Kestra Private Wealth Services
Texas
$371K
WB
287
West Bancorporation
Iowa
$369K
CCG
288
Chatham Capital Group
Georgia
$368K
BI
289
Berkeley Inc
Idaho
$366K
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$366K
IA
291
IFP Advisors
Florida
$363K
Two Sigma Investments
292
Two Sigma Investments
New York
$363K
KFI
293
Key Financial Inc
Pennsylvania
$357K
DCM
294
DGS Capital Management
New Jersey
$340K
WCP
295
Wick Capital Partners
Pennsylvania
$340K
SPC
296
Sigma Planning Corp
Michigan
$330K
EFS
297
Essex Financial Services
Connecticut
$323K
RWB
298
RMR Wealth Builders
New Jersey
$322K
DE
299
Diversified Enterprises
Delaware
$319K
FFA
300
Fragasso Financial Advisors
Pennsylvania
$315K