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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
DE
301
Diversified Enterprises
Delaware
$313K +$206 +4 +0.1%
NFS
302
NewCorp Financial Services
Georgia
$305K +$305K +5,911 New
CCA
303
Clearwater Capital Advisors
Illinois
$303K -$3.4K -66 -1%
KPWS
304
Kestra Private Wealth Services
Texas
$302K +$301K +5,847 New
FFA
305
Fragasso Financial Advisors
Pennsylvania
$302K +$1.65K +32 +0.6%
SF
306
Seek First
California
$300K +$2.16K +42 +0.7%
EFA
307
Edge Financial Advisors
Illinois
$295K +$2.01K +39 +0.7%
AOWM
308
Alpha Omega Wealth Management
Virginia
$294K +$6.13K +119 +2%
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$290K -$1.77M -34,255 -86%
SF
310
Sun Financial
Utah
$290K +$290K +5,622 New
NP
311
NorthRock Partners
Minnesota
$288K -$10.1K -196 -3%
CPWL
312
Coquina Private Wealth LLC
Florida
$287K +$286K +5,558 New
ATPW
313
Ashton Thomas Private Wealth
Arizona
$286K
CAWM
314
Capital Advisors Wealth Management
Washington
$283K +$1.44K +28 +0.5%
First Trust Advisors
315
First Trust Advisors
Illinois
$281K
DWP
316
Daymark Wealth Partners
Ohio
$280K -$5.1K -99 -2%
CSA
317
Cottage Street Advisors
Massachusetts
$275K
FIA
318
Foundations Investment Advisors
Arizona
$270K -$21.1K -410 -7%
CA
319
Calton & Associates
Florida
$270K +$269K +5,226 New
CIBC World Market
320
CIBC World Market
Ontario, Canada
$267K -$7.73K -150 -3%
PFA
321
Portland Financial Advisors
New York
$265K
IFG
322
Independent Financial Group
California
$265K +$12.3K +239 +5%
SAW
323
Signal Advisors Wealth
Michigan
$262K +$36.7K +713 +16%
IRC
324
Investors Research Corp
Georgia
$259K -$4.38K -85 -2%
MW
325
Marble Wealth
Alabama
$256K +$256K +4,961 New