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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
PTC
301
Private Trust Company
Ohio
$313K
NA
302
NewEdge Advisors
Louisiana
$312K
MA
303
MONECO Advisors
Connecticut
$312K
SF
304
Sun Financial
Utah
$308K
AOWM
305
Alpha Omega Wealth Management
Virginia
$307K
NFS
306
NewCorp Financial Services
Georgia
$304K
FIA
307
Foundations Investment Advisors
Arizona
$301K
CCA
308
Clearwater Capital Advisors
Illinois
$300K
NP
309
NorthRock Partners
Minnesota
$294K
CPWL
310
Coquina Private Wealth LLC
Florida
$292K
ATPW
311
Ashton Thomas Private Wealth
Arizona
$291K
SAW
312
Signal Advisors Wealth
Michigan
$289K
CAWM
313
Capital Advisors Wealth Management
Washington
$289K
DWP
314
Daymark Wealth Partners
Ohio
$285K
WAM
315
Weinberger Asset Management
California
$284K
CSA
316
Cottage Street Advisors
Massachusetts
$280K
IFG
317
Independent Financial Group
California
$276K
KA
318
Kovack Advisors
Florida
$275K
CIBC World Market
319
CIBC World Market
Ontario, Canada
$274K
PFA
320
Portland Financial Advisors
New York
$270K
STA
321
Summit Trail Advisors
New York
$268K
CBU
322
CIBC Bancorp USA
Illinois
$267K
CA
323
Calton & Associates
Florida
$265K
SF
324
Seek First
California
$262K
MW
325
Marble Wealth
Alabama
$261K