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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
AC
351
AlphaCore Capital
California
$207K
SWA
352
Sightline Wealth Advisors
Connecticut
$205K
MAM
353
MWA Asset Management
Massachusetts
$204K
MCFP
354
Mallini Complete Financial Planning
Florida
$202K
DF
355
Daviman Financial
Indiana
$202K
WH
356
Willner & Heller
California
$201K
BAM
357
Bosun Asset Management
Illinois
$201K
FFS
358
Founders Financial Securities
Maryland
$200K
PFPG
359
Pinnacle Financial Partners (Georgia)
Georgia
$200K
MA
360
Montag & Associates
Georgia
$190K
BTD
361
BankPlus Trust Department
Mississippi
$182K
CA
362
CoreCap Advisors
Michigan
$181K
US Bancorp
363
US Bancorp
Minnesota
$176K
EWM
364
Evolution Wealth Management
Florida
$161K
SWM
365
Spire Wealth Management
Virginia
$146K
VCM
366
Viewpoint Capital Management
Washington
$132K
CT
367
Colonial Trust
South Carolina
$108K
KSB
368
Kennebec Savings Bank
Maine
$101K
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$94.2K
EWA
370
EverSource Wealth Advisors
Alabama
$93.4K
SS
371
SBI Securities
Japan
$92.5K
GEA
372
Glen Eagle Advisors
New Jersey
$83.6K
SGK
373
Steigerwald Gordon & Koch
Virginia
$77.4K
BF
374
BOK Financial
Oklahoma
$77K
FC
375
Financial Consulate
Maryland
$73.2K