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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
RFP
376
Root Financial Partners
California
$61.8K
AAP
377
Arax Advisory Partners
Colorado
$57.6K
AIP
378
Ameritas Investment Partners
Nebraska
$56K
CFB
379
Cullen/Frost Bankers
Texas
$54.3K
BC
380
Barrett & Company
Rhode Island
$54.2K
MTIC
381
Missouri Trust & Investment Company
Missouri
$52.9K
FW
382
Fairway Wealth
Ohio
$52K
VNA
383
Valley National Advisers
Pennsylvania
$47K
MO
384
McMillan Office
Michigan
$46.4K
Bessemer Group
385
Bessemer Group
New Jersey
$41K
SWA
386
SOA Wealth Advisors
New York
$39.4K
PCTC
387
Perkins Coie Trust Company
Washington
$38.2K
HC
388
Hoese & Co
Minnesota
$36.6K
Russell Investments Group
389
Russell Investments Group
United Kingdom
$34.4K
CT
390
Caldwell Trust
Florida
$33.5K
BW
391
Basepoint Wealth
Iowa
$31.6K
IIM
392
IFC & Insurance Marketing
California
$31K
LI
393
LRI Investments
Florida
$31K
CFFP
394
Center for Financial Planning
Michigan
$28.5K
CIAS
395
Capital Investment Advisory Services
North Carolina
$27.1K
IAIM
396
International Assets Investment Management
Florida
$26.8K
PWA
397
Provenance Wealth Advisors
Florida
$25.6K
CFD
398
Creative Financial Designs
Indiana
$24.5K
WWM
399
Wolff Wiese Magana
California
$23.2K
SFAM
400
Sawyer Falduto Asset Management
Illinois
$22.8K