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WisdomTree US MidCap Dividend Fund

458 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 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
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
SEIA
351
Signature Estate & Investment Advisors
California
$215K
RW
352
Rockport Wealth
Ohio
$215K
RWA
353
Rooted Wealth Advisors
Illinois
$212K
CCM
354
Compass Capital Management
Minnesota
$210K
SWA
355
Sightline Wealth Advisors
Connecticut
$210K
AC
356
Avant Capital
Louisiana
$206K
WH
357
Willner & Heller
California
$206K
MCFP
358
Mallini Complete Financial Planning
Florida
$206K
BAM
359
Bosun Asset Management
Illinois
$205K
JPLA
360
Joseph P. Lucia & Associates
New York
$203K
MAM
361
MWA Asset Management
Massachusetts
$203K
US Bancorp
362
US Bancorp
Minnesota
$202K
RIP
363
RAM Investment Partners
Washington
$202K
BPWM
364
Badgley Phelps Wealth Managers
Washington
$200K
MA
365
Montag & Associates
Georgia
$193K
PMFA
366
Plante Moran Financial Advisors
Michigan
$192K
MIM
367
MTM Investment Management
South Carolina
$189K
CA
368
CoreCap Advisors
Michigan
$185K
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$185K
BTD
370
BankPlus Trust Department
Mississippi
$176K
KFA
371
Kelleher Financial Advisors
New York
$168K
EWM
372
Evolution Wealth Management
Florida
$164K
HPBT
373
Hickory Point Bank & Trust
Illinois
$163K
AC
374
AlphaCore Capital
California
$158K
ASN
375
Advisory Services Network
Georgia
$147K