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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
BAM
351
Berkshire Asset Management
Pennsylvania
$224K
ESB
352
Essex Savings Bank
Connecticut
$221K
NFA
353
Northern Financial Advisors
Michigan
$216K
SFA
354
Sequoia Financial Advisors
Ohio
$216K
MCA
355
Midwest Capital Advisors
Michigan
$216K
SEIA
356
Signature Estate & Investment Advisors
California
$215K
RW
357
Rockport Wealth
Ohio
$215K
RWA
358
Rooted Wealth Advisors
Illinois
$212K
CCM
359
Compass Capital Management
Minnesota
$210K
SWA
360
Sightline Wealth Advisors
Connecticut
$210K
AC
361
Avant Capital
Louisiana
$206K
WH
362
Willner & Heller
California
$206K
MCFP
363
Mallini Complete Financial Planning
Florida
$206K
BAM
364
Bosun Asset Management
Illinois
$205K
JPLA
365
Joseph P. Lucia & Associates
New York
$203K
MAM
366
MWA Asset Management
Massachusetts
$203K
US Bancorp
367
US Bancorp
Minnesota
$202K
RIP
368
RAM Investment Partners
Washington
$202K
BPWM
369
Badgley Phelps Wealth Managers
Washington
$200K
MA
370
Montag & Associates
Georgia
$193K
PMFA
371
Plante Moran Financial Advisors
Michigan
$192K
MIM
372
MTM Investment Management
South Carolina
$189K
CA
373
CoreCap Advisors
Michigan
$185K
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$185K
BTD
375
BankPlus Trust Department
Mississippi
$176K