DON icon

WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
PWA
401
Provenance Wealth Advisors
Florida
$25.6K
B
402
Bayban
Minnesota
$25.1K
CFD
403
Creative Financial Designs
Indiana
$24.5K
WWM
404
Wolff Wiese Magana
California
$23.2K
SFAM
405
Sawyer Falduto Asset Management
Illinois
$22.8K
NWMP
406
Noble Wealth Management PBC
Colorado
$22.3K
MEG
407
Millstone Evans Group
Colorado
$22K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$20.3K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$19.7K
FF
410
Frankly Finances
Florida
$18.7K
AF
411
Advisornet Financial
Minnesota
$18.5K
BlackRock
412
BlackRock
New York
$17.3K
SAM
413
Smartleaf Asset Management
Massachusetts
$16.4K
RF
414
Roxbury Financial
New Jersey
$16.4K
PWPS
415
Pinnacle Wealth Planning Services
Ohio
$16.1K
UCB
416
United Community Bank
South Carolina
$16K
AW
417
Ankerstar Wealth
Texas
$13.5K
TCM
418
Triumph Capital Management
Colorado
$12.5K
RFA
419
Register Financial Advisors
Georgia
$12.4K
PWA
420
Physician Wealth Advisors
Utah
$12.3K
QWM
421
Quaker Wealth Management
New Jersey
$12.2K
FFL
422
Financial Freedom LLC
Ohio
$12.1K
HBW
423
Hazlett, Burt & Watson
West Virginia
$12K
BHWM
424
Beaird Harris Wealth Management
Texas
$10.6K
CTC
425
Central Trust Company
Missouri
$9.08K