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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
KFA
376
Kelleher Financial Advisors
New York
$168K
EWM
377
Evolution Wealth Management
Florida
$164K
HPBT
378
Hickory Point Bank & Trust
Illinois
$163K
AC
379
AlphaCore Capital
California
$158K
ASN
380
Advisory Services Network
Georgia
$147K
SWM
381
Spire Wealth Management
Virginia
$138K
VCM
382
Viewpoint Capital Management
Washington
$134K
CT
383
Colonial Trust
South Carolina
$104K
PWPS
384
Pinnacle Wealth Planning Services
Ohio
$103K
KSB
385
Kennebec Savings Bank
Maine
$102K
EWA
386
EverSource Wealth Advisors
Alabama
$95.1K
GEA
387
Glen Eagle Advisors
New Jersey
$85.5K
SS
388
SBI Securities
Japan
$79.1K
SGK
389
Steigerwald Gordon & Koch
Virginia
$78.8K
BF
390
BOK Financial
Oklahoma
$78.4K
DF
391
Dunhill Financial
United Kingdom
$75.7K
Bessemer Group
392
Bessemer Group
New Jersey
$75K
CA
393
Clearstead Advisors
Ohio
$74.5K
FC
394
Financial Consulate
Maryland
$74.5K
MWM
395
Mosley Wealth Management
California
$63.2K
National Bank of Canada
396
National Bank of Canada
Quebec, Canada
$63K
RFP
397
Root Financial Partners
California
$62.9K
HFS
398
Hantz Financial Services
Michigan
$60K
AAP
399
Arax Advisory Partners
Colorado
$58.7K
GSEP
400
Golden State Equity Partners
California
$56.8K