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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
EFS
301
Essex Financial Services
Connecticut
$323K
RWB
302
RMR Wealth Builders
New Jersey
$322K
DE
303
Diversified Enterprises
Delaware
$319K
FFA
304
Fragasso Financial Advisors
Pennsylvania
$315K
PTC
305
Private Trust Company
Ohio
$313K
MA
306
MONECO Advisors
Connecticut
$312K
SF
307
Sun Financial
Utah
$308K
AOWM
308
Alpha Omega Wealth Management
Virginia
$307K
NFS
309
NewCorp Financial Services
Georgia
$304K
FIA
310
Foundations Investment Advisors
Arizona
$301K
CCA
311
Clearwater Capital Advisors
Illinois
$300K
NP
312
NorthRock Partners
Minnesota
$294K
CPWL
313
Coquina Private Wealth LLC
Florida
$292K
ATPW
314
Ashton Thomas Private Wealth
Arizona
$291K
SAW
315
Signal Advisors Wealth
Michigan
$289K
CAWM
316
Capital Advisors Wealth Management
Washington
$289K
DWP
317
Daymark Wealth Partners
Ohio
$285K
WAM
318
Weinberger Asset Management
California
$284K
CSA
319
Cottage Street Advisors
Massachusetts
$280K
IFG
320
Independent Financial Group
California
$276K
KA
321
Kovack Advisors
Florida
$275K
CIBC World Market
322
CIBC World Market
Ontario, Canada
$274K
PFA
323
Portland Financial Advisors
New York
$270K
STA
324
Summit Trail Advisors
New York
$268K
CBU
325
CIBC Bancorp USA
Illinois
$267K