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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
KFI
276
Key Financial Inc
Pennsylvania
$374K
PFS
277
Prospera Financial Services
Texas
$372K
RIP
278
Reliant Investment Partners
North Carolina
$370K
SPC
279
Sigma Planning Corp
Michigan
$369K
WMA
280
Wealth Management Associates
New Jersey
$365K
WB
281
West Bancorporation
Iowa
$363K
CCG
282
Chatham Capital Group
Georgia
$361K
BI
283
Berkeley Inc
Idaho
$359K
DCM
284
DGS Capital Management
New Jersey
$353K
RWB
285
RMR Wealth Builders
New Jersey
$352K
MA
286
MONECO Advisors
Connecticut
$338K
WCP
287
Wick Capital Partners
Pennsylvania
$334K
QCM
288
Quantinno Capital Management
New York
$331K
WFAG
289
Worth Financial Advisory Group
North Carolina
$328K
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$325K
EFS
291
Essex Financial Services
Connecticut
$317K
CAGAS
292
Capital Advisory Group Advisory Services
Minnesota
$314K
DE
293
Diversified Enterprises
Delaware
$313K
NFS
294
NewCorp Financial Services
Georgia
$305K
CCA
295
Clearwater Capital Advisors
Illinois
$303K
KPWS
296
Kestra Private Wealth Services
Texas
$302K
FFA
297
Fragasso Financial Advisors
Pennsylvania
$302K
SF
298
Seek First
California
$300K
EFA
299
Edge Financial Advisors
Illinois
$295K
AOWM
300
Alpha Omega Wealth Management
Virginia
$294K