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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
MWA
276
Medallion Wealth Advisors
Connecticut
$411K
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$411K
MWM
278
Modern Wealth Management
Kansas
$403K
LWL
279
Leo Wealth LLC
Texas
$400K
First Trust Advisors
280
First Trust Advisors
Illinois
$395K
KIA
281
KCM Investment Advisors
California
$393K
DG
282
DMC Group
Alabama
$387K
WIA
283
World Investment Advisors
California
$386K
BWM
284
BCGM Wealth Management
Indiana
$385K
PFS
285
Prospera Financial Services
Texas
$384K
RIP
286
Reliant Investment Partners
North Carolina
$376K
FHA
287
Flagship Harbor Advisors
Massachusetts
$375K
SMBT
288
Southern Michigan Bank & Trust
Michigan
$375K
WMA
289
Wealth Management Associates
New Jersey
$372K
KPWS
290
Kestra Private Wealth Services
Texas
$371K
WB
291
West Bancorporation
Iowa
$369K
CCG
292
Chatham Capital Group
Georgia
$368K
BI
293
Berkeley Inc
Idaho
$366K
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$366K
IA
295
IFP Advisors
Florida
$363K
Two Sigma Investments
296
Two Sigma Investments
New York
$363K
KFI
297
Key Financial Inc
Pennsylvania
$357K
DCM
298
DGS Capital Management
New Jersey
$340K
WCP
299
Wick Capital Partners
Pennsylvania
$340K
SPC
300
Sigma Planning Corp
Michigan
$330K