DON icon

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