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WisdomTree US MidCap Dividend Fund

458 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 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
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
MA
301
MONECO Advisors
Connecticut
$312K
SF
302
Sun Financial
Utah
$308K
AOWM
303
Alpha Omega Wealth Management
Virginia
$307K
NFS
304
NewCorp Financial Services
Georgia
$304K
FIA
305
Foundations Investment Advisors
Arizona
$301K
CCA
306
Clearwater Capital Advisors
Illinois
$300K
NP
307
NorthRock Partners
Minnesota
$294K
CPWL
308
Coquina Private Wealth LLC
Florida
$292K
ATPW
309
Ashton Thomas Private Wealth
Arizona
$291K
SAW
310
Signal Advisors Wealth
Michigan
$289K
CAWM
311
Capital Advisors Wealth Management
Washington
$289K
DWP
312
Daymark Wealth Partners
Ohio
$285K
WAM
313
Weinberger Asset Management
California
$284K
CSA
314
Cottage Street Advisors
Massachusetts
$280K
IFG
315
Independent Financial Group
California
$276K
KA
316
Kovack Advisors
Florida
$275K
CIBC World Market
317
CIBC World Market
Ontario, Canada
$274K
PFA
318
Portland Financial Advisors
New York
$270K
STA
319
Summit Trail Advisors
New York
$268K
CBU
320
CIBC Bancorp USA
Illinois
$267K
CA
321
Calton & Associates
Florida
$265K
SF
322
Seek First
California
$262K
MW
323
Marble Wealth
Alabama
$261K
KIM
324
Kestra Investment Management
Texas
$259K
William Blair & Company
325
William Blair & Company
Illinois
$258K