DON icon

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
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$290K
SF
302
Sun Financial
Utah
$290K
NP
303
NorthRock Partners
Minnesota
$288K
CPWL
304
Coquina Private Wealth LLC
Florida
$287K
ATPW
305
Ashton Thomas Private Wealth
Arizona
$286K
CAWM
306
Capital Advisors Wealth Management
Washington
$283K
First Trust Advisors
307
First Trust Advisors
Illinois
$281K
DWP
308
Daymark Wealth Partners
Ohio
$280K
CSA
309
Cottage Street Advisors
Massachusetts
$275K
FIA
310
Foundations Investment Advisors
Arizona
$270K
CA
311
Calton & Associates
Florida
$270K
CIBC World Market
312
CIBC World Market
Ontario, Canada
$267K
PFA
313
Portland Financial Advisors
New York
$265K
SAW
314
Signal Advisors Wealth
Michigan
$262K
IRC
315
Investors Research Corp
Georgia
$259K
MW
316
Marble Wealth
Alabama
$256K
BFA
317
Beacon Financial Advisory
Ohio
$256K
KIM
318
Kestra Investment Management
Texas
$254K
William Blair & Company
319
William Blair & Company
Illinois
$253K
WAM
320
Weinberger Asset Management
California
$253K
QWM
321
Quadcap Wealth Management
Texas
$249K
PG
322
Patten Group
Tennessee
$249K
WIM
323
WealthPlan Investment Management
Nebraska
$249K
PCP
324
Panoramic Capital Partners
Oregon
$248K
MC
325
Moors & Cabot
Massachusetts
$247K