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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
376
SBI Securities
Japan
$92.5K -$258 -5 -0.3%
GEA
377
Glen Eagle Advisors
New Jersey
$83.6K -$7.47K -145 -8%
SGK
378
Steigerwald Gordon & Koch
Virginia
$77.4K
BF
379
BOK Financial
Oklahoma
$77K
FC
380
Financial Consulate
Maryland
$73.2K
CA
381
Clearstead Advisors
Ohio
$73.1K +$103 +2 +0.1%
KFA
382
Kelleher Financial Advisors
New York
$70.8K
UBS AM
383
UBS AM
Illinois
$65K +$64.9K +1,259 New
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$61.8K +$46.4K +900 +300%
RFP
385
Root Financial Partners
California
$61.8K
AAP
386
Arax Advisory Partners
Colorado
$57.6K +$57.6K +1,117 New
AIP
387
Ameritas Investment Partners
Nebraska
$56K -$1.55K -30 -3%
CFB
388
Cullen/Frost Bankers
Texas
$54.3K +$10.1K +196 +23%
BC
389
Barrett & Company
Rhode Island
$54.2K
MTIC
390
Missouri Trust & Investment Company
Missouri
$52.9K
FW
391
Fairway Wealth
Ohio
$52K
VNA
392
Valley National Advisers
Pennsylvania
$47K
MO
393
McMillan Office
Michigan
$46.4K +$46.4K +900 New
Bessemer Group
394
Bessemer Group
New Jersey
$41K
SWA
395
SOA Wealth Advisors
New York
$39.4K +$258 +5 +0.7%
PCTC
396
Perkins Coie Trust Company
Washington
$38.2K
HC
397
Hoese & Co
Minnesota
$36.6K +$36.5K +709 New
Russell Investments Group
398
Russell Investments Group
United Kingdom
$34.4K +$12K +233 +54%
CT
399
Caldwell Trust
Florida
$33.5K
BW
400
Basepoint Wealth
Iowa
$31.6K +$31.5K +612 New