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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
CA
376
Clearstead Advisors
Ohio
$73.1K
KFA
377
Kelleher Financial Advisors
New York
$70.8K
UBS AM
378
UBS AM
Illinois
$65K
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$61.8K
RFP
380
Root Financial Partners
California
$61.8K
AAP
381
Arax Advisory Partners
Colorado
$57.6K
AIP
382
Ameritas Investment Partners
Nebraska
$56K
CFB
383
Cullen/Frost Bankers
Texas
$54.3K
BC
384
Barrett & Company
Rhode Island
$54.2K
MTIC
385
Missouri Trust & Investment Company
Missouri
$52.9K
FW
386
Fairway Wealth
Ohio
$52K
VNA
387
Valley National Advisers
Pennsylvania
$47K
MO
388
McMillan Office
Michigan
$46.4K
Bessemer Group
389
Bessemer Group
New Jersey
$41K
SWA
390
SOA Wealth Advisors
New York
$39.4K
PCTC
391
Perkins Coie Trust Company
Washington
$38.2K
HC
392
Hoese & Co
Minnesota
$36.6K
Russell Investments Group
393
Russell Investments Group
United Kingdom
$34.4K
CT
394
Caldwell Trust
Florida
$33.5K
BW
395
Basepoint Wealth
Iowa
$31.6K
IIM
396
IFC & Insurance Marketing
California
$31K
LI
397
LRI Investments
Florida
$31K
CFFP
398
Center for Financial Planning
Michigan
$28.5K
CIAS
399
Capital Investment Advisory Services
North Carolina
$27.1K
IAIM
400
International Assets Investment Management
Florida
$26.8K