We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beacon Financial Advisory
Ohio
$256K -$35.3K -685 -12%
KIM
327
Kestra Investment Management
Texas
$254K -$59.3K -1,150 -19%
William Blair & Company
328
William Blair & Company
Illinois
$253K +$27.1K +525 +12%
WAM
329
Weinberger Asset Management
California
$253K -$876 -17 -0.3%
QWM
330
Quadcap Wealth Management
Texas
$249K +$1.39K +27 +0.6%
PG
331
Patten Group
Tennessee
$249K -$59.4K -1,153 -19%
WIM
332
WealthPlan Investment Management
Nebraska
$249K +$248K +4,819 New
PCP
333
Panoramic Capital Partners
Oregon
$248K
MC
334
Moors & Cabot
Massachusetts
$247K
PWA
335
Pitcairn Wealth Advisors
Pennsylvania
$243K +$242K +4,700 New
AP
336
Appleton Partners
Massachusetts
$242K
MIM
337
MTM Investment Management
South Carolina
$241K
BFG
338
Berger Financial Group
Minnesota
$239K +$52 +1 +0%
Neuberger Berman Group
339
Neuberger Berman Group
New York
$237K -$8.66K -168 -4%
SMC
340
Smith, Moore & Co
Missouri
$237K -$10.6K -205 -4%
AC
341
Avant Capital
Louisiana
$236K +$721 +14 +0.3%
CWA
342
Crux Wealth Advisors
California
$235K +$1.7K +33 +0.7%
PNC Financial Services Group
343
PNC Financial Services Group
Pennsylvania
$233K -$86.6K -1,681 -27%
Pathstone Holdings
344
Pathstone Holdings
New Jersey
$232K -$81.4K -1,580 -26%
SPWM
345
Smith Partners Wealth Management
North Carolina
$231K +$230K +4,473 New
SFA
346
Sequoia Financial Advisors
Ohio
$230K -$18.3K -356 -7%
AIM
347
Alhambra Investment Management
Florida
$228K -$1.55K -30 -0.7%
RA
348
RFG Advisory
Alabama
$227K +$2.89K +56 +1%
PCIA
349
Prime Capital Investment Advisors
Kansas
$226K +$1.65K +32 +0.7%
WA
350
Winter & Associates
Minnesota
$222K +$222K +4,303 New