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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
FFA
301
Fragasso Financial Advisors
Pennsylvania
$302K
SF
302
Seek First
California
$300K
EFA
303
Edge Financial Advisors
Illinois
$295K
AOWM
304
Alpha Omega Wealth Management
Virginia
$294K
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$290K
SF
306
Sun Financial
Utah
$290K
NP
307
NorthRock Partners
Minnesota
$288K
CPWL
308
Coquina Private Wealth LLC
Florida
$287K
ATPW
309
Ashton Thomas Private Wealth
Arizona
$286K
CAWM
310
Capital Advisors Wealth Management
Washington
$283K
First Trust Advisors
311
First Trust Advisors
Illinois
$281K
DWP
312
Daymark Wealth Partners
Ohio
$280K
CSA
313
Cottage Street Advisors
Massachusetts
$275K
FIA
314
Foundations Investment Advisors
Arizona
$270K
CA
315
Calton & Associates
Florida
$270K
CIBC World Market
316
CIBC World Market
Ontario, Canada
$267K
PFA
317
Portland Financial Advisors
New York
$265K
SAW
318
Signal Advisors Wealth
Michigan
$262K
IRC
319
Investors Research Corp
Georgia
$259K
MW
320
Marble Wealth
Alabama
$256K
BFA
321
Beacon Financial Advisory
Ohio
$256K
KIM
322
Kestra Investment Management
Texas
$254K
William Blair & Company
323
William Blair & Company
Illinois
$253K
WAM
324
Weinberger Asset Management
California
$253K
QWM
325
Quadcap Wealth Management
Texas
$249K