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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
BWM
276
BCGM Wealth Management
Indiana
$414K -$17.7K -343 -4%
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$403K -$11.1K -216 -3%
PTC
278
Private Trust Company
Ohio
$400K +$3.19K +62 +0.8%
LWL
279
Leo Wealth LLC
Texas
$393K +$392K +7,613 New
FHA
280
Flagship Harbor Advisors
Massachusetts
$390K
KIA
281
KCM Investment Advisors
California
$385K -$10.5K -204 -3%
Invesco
282
Invesco
Georgia
$379K -$22.7K -441 -6%
Vontobel Holding
283
Vontobel Holding
Switzerland
$376K +$51.7K +1,003 +16%
KFI
284
Key Financial Inc
Pennsylvania
$374K
PFS
285
Prospera Financial Services
Texas
$372K -$28.8K -559 -7%
RIP
286
Reliant Investment Partners
North Carolina
$370K -$10.1K -196 -3%
SPC
287
Sigma Planning Corp
Michigan
$369K +$1.03K +20 +0.3%
WMA
288
Wealth Management Associates
New Jersey
$365K +$412 +8 +0.1%
WB
289
West Bancorporation
Iowa
$363K
CCG
290
Chatham Capital Group
Georgia
$361K
BI
291
Berkeley Inc
Idaho
$359K -$5.15K -100 -1%
DCM
292
DGS Capital Management
New Jersey
$353K +$5.72K +111 +2%
RWB
293
RMR Wealth Builders
New Jersey
$352K +$2.52K +49 +0.7%
MA
294
MONECO Advisors
Connecticut
$338K -$6.75K -131 -2%
WCP
295
Wick Capital Partners
Pennsylvania
$334K
QCM
296
Quantinno Capital Management
New York
$331K +$330K +6,405 New
WFAG
297
Worth Financial Advisory Group
North Carolina
$328K +$17.5K +340 +6%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$325K -$15.5K -300 -5%
EFS
299
Essex Financial Services
Connecticut
$317K +$670 +13 +0.2%
CAGAS
300
Capital Advisory Group Advisory Services
Minnesota
$314K +$4.54K +88 +1%