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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
401
IFC & Insurance Marketing
California
$31K +$30.9K +600 New
LI
402
LRI Investments
Florida
$31K +$30.9K +600 New
CFFP
403
Center for Financial Planning
Michigan
$28.5K
CIAS
404
Capital Investment Advisory Services
North Carolina
$27.1K
IAIM
405
International Assets Investment Management
Florida
$26.8K +$26.7K +519 New
PWA
406
Provenance Wealth Advisors
Florida
$25.6K
B
407
Bayban
Minnesota
$25.1K +$25K +486 New
CFD
408
Creative Financial Designs
Indiana
$24.5K -$2.01K -39 -8%
WWM
409
Wolff Wiese Magana
California
$23.2K
SFAM
410
Sawyer Falduto Asset Management
Illinois
$22.8K +$22.8K +442 New
NWMP
411
Noble Wealth Management PBC
Colorado
$22.3K
MEG
412
Millstone Evans Group
Colorado
$22K -$52 -1 -0.2%
BCWM
413
Bartlett & Co Wealth Management
Ohio
$20.3K -$1.65K -32 -8%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$19.7K
FF
415
Frankly Finances
Florida
$18.7K +$18.7K +362 New
AF
416
Advisornet Financial
Minnesota
$18.5K +$52 +1 +0.3%
BlackRock
417
BlackRock
New York
$17.3K
SAM
418
Smartleaf Asset Management
Massachusetts
$16.4K +$515 +10 +3%
RF
419
Roxbury Financial
New Jersey
$16.4K +$52 +1 +0.3%
PWPS
420
Pinnacle Wealth Planning Services
Ohio
$16.1K +$16.1K +312 New
UCB
421
United Community Bank
South Carolina
$16K
AW
422
Ankerstar Wealth
Texas
$13.5K +$13.4K +261 New
TCM
423
Triumph Capital Management
Colorado
$12.5K +$12.5K +243 New
RFA
424
Register Financial Advisors
Georgia
$12.4K
PWA
425
Physician Wealth Advisors
Utah
$12.3K