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WisdomTree US MidCap Dividend Fund

460 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 35 funds opening new positions, 145 increasing their positions, 180 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: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
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
KIM
326
Kestra Investment Management
Texas
$259K
William Blair & Company
327
William Blair & Company
Illinois
$258K
BFA
328
Beacon Financial Advisory
Ohio
$254K
QWM
329
Quadcap Wealth Management
Texas
$253K
PCP
330
Panoramic Capital Partners
Oregon
$252K
PG
331
Patten Group
Tennessee
$250K
IRC
332
Investors Research Corp
Georgia
$248K
MC
333
Moors & Cabot
Massachusetts
$246K
AP
334
Appleton Partners
Massachusetts
$246K
BFG
335
Berger Financial Group
Minnesota
$243K
PWA
336
Pitcairn Wealth Advisors
Pennsylvania
$243K
Neuberger Berman Group
337
Neuberger Berman Group
New York
$241K
SMC
338
Smith, Moore & Co
Missouri
$241K
CWA
339
Crux Wealth Advisors
California
$241K
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$236K
SPWM
341
Smith Partners Wealth Management
North Carolina
$235K
RA
342
RFG Advisory
Alabama
$235K
AIM
343
Alhambra Investment Management
Florida
$232K
PCIA
344
Prime Capital Investment Advisors
Kansas
$232K
WA
345
Winter & Associates
Minnesota
$231K
VAS
346
Vestmark Advisory Solutions
Massachusetts
$230K
MYIA
347
Mount Yale Investment Advisors
Colorado
$230K
BAM
348
Berkshire Asset Management
Pennsylvania
$224K
ESB
349
Essex Savings Bank
Connecticut
$221K
NFA
350
Northern Financial Advisors
Michigan
$216K