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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
GJIA
401
Glass Jacobson Investment Advisors
Maryland
$48.8K
VNA
402
Valley National Advisers
Pennsylvania
$48K
MO
403
McMillan Office
Michigan
$47.3K
AIP
404
Ameritas Investment Partners
Nebraska
$44.9K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$41K
PCTC
406
Perkins Coie Trust Company
Washington
$38.9K
HC
407
Hoese & Co
Minnesota
$37.3K
Russell Investments Group
408
Russell Investments Group
United Kingdom
$35.7K
CT
409
Caldwell Trust
Florida
$34.2K
BW
410
Basepoint Wealth
Iowa
$32.2K
CFFP
411
Center for Financial Planning
Michigan
$29K
CIAS
412
Capital Investment Advisory Services
North Carolina
$27.6K
IAIM
413
International Assets Investment Management
Florida
$27.4K
PWA
414
Provenance Wealth Advisors
Florida
$26.1K
B
415
Bayban
Minnesota
$25.5K
CFD
416
Creative Financial Designs
Indiana
$24.9K
WWM
417
Wolff Wiese Magana
California
$23.6K
BIAS
418
Beacon Investment Advisory Services
New Jersey
$23.6K
SFAM
419
Sawyer Falduto Asset Management
Illinois
$23K
AssetMark Inc
420
AssetMark Inc
California
$22.8K
NWMP
421
Noble Wealth Management PBC
Colorado
$22.7K
MEG
422
Millstone Evans Group
Colorado
$22.4K
SAM
423
Smartleaf Asset Management
Massachusetts
$19.5K
FF
424
Frankly Finances
Florida
$19K
AF
425
Advisornet Financial
Minnesota
$18.9K