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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
PWA
326
Pitcairn Wealth Advisors
Pennsylvania
$243K
AP
327
Appleton Partners
Massachusetts
$242K
MIM
328
MTM Investment Management
South Carolina
$241K
BFG
329
Berger Financial Group
Minnesota
$239K
Neuberger Berman Group
330
Neuberger Berman Group
New York
$237K
SMC
331
Smith, Moore & Co
Missouri
$237K
AC
332
Avant Capital
Louisiana
$236K
CWA
333
Crux Wealth Advisors
California
$235K
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$233K
Pathstone Holdings
335
Pathstone Holdings
New Jersey
$232K
SPWM
336
Smith Partners Wealth Management
North Carolina
$231K
SFA
337
Sequoia Financial Advisors
Ohio
$230K
AIM
338
Alhambra Investment Management
Florida
$228K
RA
339
RFG Advisory
Alabama
$227K
PCIA
340
Prime Capital Investment Advisors
Kansas
$226K
WA
341
Winter & Associates
Minnesota
$222K
NW
342
NewEdge Wealth
Pennsylvania
$221K
BAM
343
Berkshire Asset Management
Pennsylvania
$220K
ESB
344
Essex Savings Bank
Connecticut
$217K
MCA
345
Midwest Capital Advisors
Michigan
$214K
RWA
346
Rooted Wealth Advisors
Illinois
$214K
AC
347
AlphaCore Capital
California
$207K
SWA
348
Sightline Wealth Advisors
Connecticut
$205K
MAM
349
MWA Asset Management
Massachusetts
$204K
MCFP
350
Mallini Complete Financial Planning
Florida
$202K