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WisdomTree US MidCap Dividend Fund

460 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 35 funds opening new positions, 145 increasing their positions, 180 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: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
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
FW
401
Fairway Wealth
Ohio
$52.9K
SIM
402
Synergy Investment Management
Florida
$52.5K
GJIA
403
Glass Jacobson Investment Advisors
Maryland
$48.8K
VNA
404
Valley National Advisers
Pennsylvania
$48K
MO
405
McMillan Office
Michigan
$47.3K
AIP
406
Ameritas Investment Partners
Nebraska
$44.9K
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$41K
PCTC
408
Perkins Coie Trust Company
Washington
$38.9K
HC
409
Hoese & Co
Minnesota
$37.3K
Russell Investments Group
410
Russell Investments Group
United Kingdom
$35.7K
CT
411
Caldwell Trust
Florida
$34.2K
BW
412
Basepoint Wealth
Iowa
$32.2K
CFFP
413
Center for Financial Planning
Michigan
$29K
CIAS
414
Capital Investment Advisory Services
North Carolina
$27.6K
IAIM
415
International Assets Investment Management
Florida
$27.4K
PWA
416
Provenance Wealth Advisors
Florida
$26.1K
B
417
Bayban
Minnesota
$25.5K
CFD
418
Creative Financial Designs
Indiana
$24.9K
WWM
419
Wolff Wiese Magana
California
$23.6K
BIAS
420
Beacon Investment Advisory Services
New Jersey
$23.6K
SFAM
421
Sawyer Falduto Asset Management
Illinois
$23K
AssetMark Inc
422
AssetMark Inc
California
$22.8K
NWMP
423
Noble Wealth Management PBC
Colorado
$22.7K
MEG
424
Millstone Evans Group
Colorado
$22.4K
SAM
425
Smartleaf Asset Management
Massachusetts
$19.5K