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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
AC
376
AlphaCore Capital
California
$158K
ASN
377
Advisory Services Network
Georgia
$147K
SWM
378
Spire Wealth Management
Virginia
$138K
VCM
379
Viewpoint Capital Management
Washington
$134K
CT
380
Colonial Trust
South Carolina
$104K
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$103K
KSB
382
Kennebec Savings Bank
Maine
$102K
EWA
383
EverSource Wealth Advisors
Alabama
$95.1K
GEA
384
Glen Eagle Advisors
New Jersey
$85.5K
SS
385
SBI Securities
Japan
$79.1K
SGK
386
Steigerwald Gordon & Koch
Virginia
$78.8K
BF
387
BOK Financial
Oklahoma
$78.4K
DF
388
Dunhill Financial
United Kingdom
$75.7K
Bessemer Group
389
Bessemer Group
New Jersey
$75K
CA
390
Clearstead Advisors
Ohio
$74.5K
FC
391
Financial Consulate
Maryland
$74.5K
MWM
392
Mosley Wealth Management
California
$63.2K
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$63K
RFP
394
Root Financial Partners
California
$62.9K
HFS
395
Hantz Financial Services
Michigan
$60K
AAP
396
Arax Advisory Partners
Colorado
$58.7K
GSEP
397
Golden State Equity Partners
California
$56.8K
CFB
398
Cullen/Frost Bankers
Texas
$55.3K
BC
399
Barrett & Company
Rhode Island
$55.2K
MTIC
400
Missouri Trust & Investment Company
Missouri
$53.9K