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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
CA
326
Calton & Associates
Florida
$265K
SF
327
Seek First
California
$262K
MW
328
Marble Wealth
Alabama
$261K
KIM
329
Kestra Investment Management
Texas
$259K
William Blair & Company
330
William Blair & Company
Illinois
$258K
BFA
331
Beacon Financial Advisory
Ohio
$254K
QWM
332
Quadcap Wealth Management
Texas
$253K
PCP
333
Panoramic Capital Partners
Oregon
$252K
PG
334
Patten Group
Tennessee
$250K
IRC
335
Investors Research Corp
Georgia
$248K
MC
336
Moors & Cabot
Massachusetts
$246K
AP
337
Appleton Partners
Massachusetts
$246K
BFG
338
Berger Financial Group
Minnesota
$243K
PWA
339
Pitcairn Wealth Advisors
Pennsylvania
$243K
Neuberger Berman Group
340
Neuberger Berman Group
New York
$241K
SMC
341
Smith, Moore & Co
Missouri
$241K
CWA
342
Crux Wealth Advisors
California
$241K
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$236K
SPWM
344
Smith Partners Wealth Management
North Carolina
$235K
RA
345
RFG Advisory
Alabama
$235K
AIM
346
Alhambra Investment Management
Florida
$232K
PCIA
347
Prime Capital Investment Advisors
Kansas
$232K
WA
348
Winter & Associates
Minnesota
$231K
MYIA
349
Mount Yale Investment Advisors
Colorado
$230K
VAS
350
Vestmark Advisory Solutions
Massachusetts
$230K