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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
CFB
401
Cullen/Frost Bankers
Texas
$55.3K
BC
402
Barrett & Company
Rhode Island
$55.2K
MTIC
403
Missouri Trust & Investment Company
Missouri
$53.9K
FW
404
Fairway Wealth
Ohio
$52.9K
SIM
405
Synergy Investment Management
Florida
$52.5K
GJIA
406
Glass Jacobson Investment Advisors
Maryland
$48.8K
VNA
407
Valley National Advisers
Pennsylvania
$48K
MO
408
McMillan Office
Michigan
$47.3K
AIP
409
Ameritas Investment Partners
Nebraska
$44.9K
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$41K
PCTC
411
Perkins Coie Trust Company
Washington
$38.9K
HC
412
Hoese & Co
Minnesota
$37.3K
Russell Investments Group
413
Russell Investments Group
United Kingdom
$35.7K
CT
414
Caldwell Trust
Florida
$34.2K
BW
415
Basepoint Wealth
Iowa
$32.2K
CFFP
416
Center for Financial Planning
Michigan
$29K
CIAS
417
Capital Investment Advisory Services
North Carolina
$27.6K
IAIM
418
International Assets Investment Management
Florida
$27.4K
PWA
419
Provenance Wealth Advisors
Florida
$26.1K
B
420
Bayban
Minnesota
$25.5K
CFD
421
Creative Financial Designs
Indiana
$24.9K
WWM
422
Wolff Wiese Magana
California
$23.6K
BIAS
423
Beacon Investment Advisory Services
New Jersey
$23.6K
SFAM
424
Sawyer Falduto Asset Management
Illinois
$23K
AssetMark Inc
425
AssetMark Inc
California
$22.8K