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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
SWM
376
Spire Wealth Management
Virginia
$138K
VCM
377
Viewpoint Capital Management
Washington
$134K
CT
378
Colonial Trust
South Carolina
$104K
PWPS
379
Pinnacle Wealth Planning Services
Ohio
$103K
KSB
380
Kennebec Savings Bank
Maine
$102K
EWA
381
EverSource Wealth Advisors
Alabama
$95.1K
GEA
382
Glen Eagle Advisors
New Jersey
$85.5K
SS
383
SBI Securities
Japan
$79.1K
SGK
384
Steigerwald Gordon & Koch
Virginia
$78.8K
BF
385
BOK Financial
Oklahoma
$78.4K
DF
386
Dunhill Financial
United Kingdom
$75.7K
Bessemer Group
387
Bessemer Group
New Jersey
$75K
CA
388
Clearstead Advisors
Ohio
$74.5K
FC
389
Financial Consulate
Maryland
$74.5K
MWM
390
Mosley Wealth Management
California
$63.2K
National Bank of Canada
391
National Bank of Canada
Quebec, Canada
$63K
RFP
392
Root Financial Partners
California
$62.9K
HFS
393
Hantz Financial Services
Michigan
$60K
AAP
394
Arax Advisory Partners
Colorado
$58.7K
GSEP
395
Golden State Equity Partners
California
$56.8K
CFB
396
Cullen/Frost Bankers
Texas
$55.3K
BC
397
Barrett & Company
Rhode Island
$55.2K
MTIC
398
Missouri Trust & Investment Company
Missouri
$53.9K
FW
399
Fairway Wealth
Ohio
$52.9K
SIM
400
Synergy Investment Management
Florida
$52.5K