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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
NWMP
401
Noble Wealth Management PBC
Colorado
$22.3K
MEG
402
Millstone Evans Group
Colorado
$22K
BCWM
403
Bartlett & Co Wealth Management
Ohio
$20.3K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$19.7K
FF
405
Frankly Finances
Florida
$18.7K
AF
406
Advisornet Financial
Minnesota
$18.5K
BlackRock
407
BlackRock
New York
$17.3K
SAM
408
Smartleaf Asset Management
Massachusetts
$16.4K
RF
409
Roxbury Financial
New Jersey
$16.4K
PWPS
410
Pinnacle Wealth Planning Services
Ohio
$16.1K
UCB
411
United Community Bank
South Carolina
$16K
AW
412
Ankerstar Wealth
Texas
$13.5K
TCM
413
Triumph Capital Management
Colorado
$12.5K
RFA
414
Register Financial Advisors
Georgia
$12.4K
PWA
415
Physician Wealth Advisors
Utah
$12.3K
QWM
416
Quaker Wealth Management
New Jersey
$12.2K
FFL
417
Financial Freedom LLC
Ohio
$12.1K
HBW
418
Hazlett, Burt & Watson
West Virginia
$12K
BHWM
419
Beaird Harris Wealth Management
Texas
$10.6K
CTC
420
Central Trust Company
Missouri
$9.08K
IWM
421
Inlight Wealth Management
Georgia
$6.97K
MNA
422
Manning & Napier Advisors
New York
$6.97K
AssetMark Inc
423
AssetMark Inc
California
$6.09K
DFA
424
DHJJ Financial Advisors
Illinois
$5.09K
RG
425
RHL Group
Michigan
$4.59K