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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
FHA
276
Flagship Harbor Advisors
Massachusetts
$390K
KIA
277
KCM Investment Advisors
California
$385K
Invesco
278
Invesco
Georgia
$379K
Vontobel Holding
279
Vontobel Holding
Switzerland
$376K
KFI
280
Key Financial Inc
Pennsylvania
$374K
PFS
281
Prospera Financial Services
Texas
$372K
RIP
282
Reliant Investment Partners
North Carolina
$370K
SPC
283
Sigma Planning Corp
Michigan
$369K
WMA
284
Wealth Management Associates
New Jersey
$365K
WB
285
West Bancorporation
Iowa
$363K
CCG
286
Chatham Capital Group
Georgia
$361K
BI
287
Berkeley Inc
Idaho
$359K
DCM
288
DGS Capital Management
New Jersey
$353K
RWB
289
RMR Wealth Builders
New Jersey
$352K
MA
290
MONECO Advisors
Connecticut
$338K
WCP
291
Wick Capital Partners
Pennsylvania
$334K
QCM
292
Quantinno Capital Management
New York
$331K
WFAG
293
Worth Financial Advisory Group
North Carolina
$328K
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$325K
EFS
295
Essex Financial Services
Connecticut
$317K
CAGAS
296
Capital Advisory Group Advisory Services
Minnesota
$314K
DE
297
Diversified Enterprises
Delaware
$313K
NFS
298
NewCorp Financial Services
Georgia
$305K
CCA
299
Clearwater Capital Advisors
Illinois
$303K
KPWS
300
Kestra Private Wealth Services
Texas
$302K