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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
351
NewEdge Wealth
Pennsylvania
$221K +$221K +4,284 New
BAM
352
Berkshire Asset Management
Pennsylvania
$220K
ESB
353
Essex Savings Bank
Connecticut
$217K
MCA
354
Midwest Capital Advisors
Michigan
$214K -$1.6K -31 -0.7%
RWA
355
Rooted Wealth Advisors
Illinois
$214K -$1.96K -38 -1%
AC
356
AlphaCore Capital
California
$207K +$206K +4,000 New
SWA
357
Sightline Wealth Advisors
Connecticut
$205K +$1.49K +29 +0.7%
MAM
358
MWA Asset Management
Massachusetts
$204K -$4.12K -80 -2%
MCFP
359
Mallini Complete Financial Planning
Florida
$202K
DF
360
Daviman Financial
Indiana
$202K +$201K +3,909 New
WH
361
Willner & Heller
California
$201K +$1.44K +28 +0.7%
BAM
362
Bosun Asset Management
Illinois
$201K
FFS
363
Founders Financial Securities
Maryland
$200K +$200K +3,881 New
PFPG
364
Pinnacle Financial Partners (Georgia)
Georgia
$200K +$200K +3,878 New
MA
365
Montag & Associates
Georgia
$190K
BTD
366
BankPlus Trust Department
Mississippi
$182K
CA
367
CoreCap Advisors
Michigan
$181K +$2.32K +45 +1%
US Bancorp
368
US Bancorp
Minnesota
$176K +$1.55K +30 +0.9%
EWM
369
Evolution Wealth Management
Florida
$161K -$38.9K -754 -19%
SWM
370
Spire Wealth Management
Virginia
$146K +$50.1K +972 +52%
VCM
371
Viewpoint Capital Management
Washington
$132K
CT
372
Colonial Trust
South Carolina
$108K
KSB
373
Kennebec Savings Bank
Maine
$101K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$94.2K -$32.5K -631 -26%
EWA
375
EverSource Wealth Advisors
Alabama
$93.4K