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WisdomTree US MidCap Dividend Fund

460 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 35 funds opening new positions, 145 increasing their positions, 180 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: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
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
SFA
351
Sequoia Financial Advisors
Ohio
$216K
MCA
352
Midwest Capital Advisors
Michigan
$216K
SEIA
353
Signature Estate & Investment Advisors
California
$215K
RW
354
Rockport Wealth
Ohio
$215K
RWA
355
Rooted Wealth Advisors
Illinois
$212K
CCM
356
Compass Capital Management
Minnesota
$210K
SWA
357
Sightline Wealth Advisors
Connecticut
$210K
AC
358
Avant Capital
Louisiana
$206K
WH
359
Willner & Heller
California
$206K
MCFP
360
Mallini Complete Financial Planning
Florida
$206K
BAM
361
Bosun Asset Management
Illinois
$205K
JPLA
362
Joseph P. Lucia & Associates
New York
$203K
MAM
363
MWA Asset Management
Massachusetts
$203K
US Bancorp
364
US Bancorp
Minnesota
$202K
RIP
365
RAM Investment Partners
Washington
$202K
BPWM
366
Badgley Phelps Wealth Managers
Washington
$200K
MA
367
Montag & Associates
Georgia
$193K
PMFA
368
Plante Moran Financial Advisors
Michigan
$192K
MIM
369
MTM Investment Management
South Carolina
$189K
CA
370
CoreCap Advisors
Michigan
$185K
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$185K
BTD
372
BankPlus Trust Department
Mississippi
$176K
KFA
373
Kelleher Financial Advisors
New York
$168K
EWM
374
Evolution Wealth Management
Florida
$164K
HPBT
375
Hickory Point Bank & Trust
Illinois
$163K