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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
PG
326
Patten Group
Tennessee
$249K
WIM
327
WealthPlan Investment Management
Nebraska
$249K
PCP
328
Panoramic Capital Partners
Oregon
$248K
MC
329
Moors & Cabot
Massachusetts
$247K
PWA
330
Pitcairn Wealth Advisors
Pennsylvania
$243K
AP
331
Appleton Partners
Massachusetts
$242K
MIM
332
MTM Investment Management
South Carolina
$241K
BFG
333
Berger Financial Group
Minnesota
$239K
Neuberger Berman Group
334
Neuberger Berman Group
New York
$237K
SMC
335
Smith, Moore & Co
Missouri
$237K
AC
336
Avant Capital
Louisiana
$236K
CWA
337
Crux Wealth Advisors
California
$235K
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$233K
Pathstone Holdings
339
Pathstone Holdings
New Jersey
$232K
SPWM
340
Smith Partners Wealth Management
North Carolina
$231K
SFA
341
Sequoia Financial Advisors
Ohio
$230K
AIM
342
Alhambra Investment Management
Florida
$228K
RA
343
RFG Advisory
Alabama
$227K
PCIA
344
Prime Capital Investment Advisors
Kansas
$226K
WA
345
Winter & Associates
Minnesota
$222K
NW
346
NewEdge Wealth
Pennsylvania
$221K
BAM
347
Berkshire Asset Management
Pennsylvania
$220K
ESB
348
Essex Savings Bank
Connecticut
$217K
MCA
349
Midwest Capital Advisors
Michigan
$214K
RWA
350
Rooted Wealth Advisors
Illinois
$214K