DON icon

WisdomTree US MidCap Dividend Fund

460 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 35 funds opening new positions, 145 increasing their positions, 180 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: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
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
FF
426
Frankly Finances
Florida
$19K
AF
427
Advisornet Financial
Minnesota
$18.9K
VAI
428
Vanguard Advisers Inc
Pennsylvania
$18.4K
RF
429
Roxbury Financial
New Jersey
$16.7K
UCB
430
United Community Bank
South Carolina
$16.3K
PIS
431
POM Investment Strategies
North Carolina
$14.4K
AW
432
Ankerstar Wealth
Texas
$13.7K
RFA
433
Register Financial Advisors
Georgia
$12.6K
PWA
434
Physician Wealth Advisors
Utah
$12.5K
TCM
435
Triumph Capital Management
Colorado
$12.5K
QWM
436
Quaker Wealth Management
New Jersey
$12.5K
FFL
437
Financial Freedom LLC
Ohio
$12.3K
HBW
438
Hazlett, Burt & Watson
West Virginia
$12K
BHWM
439
Beaird Harris Wealth Management
Texas
$10.8K
SWA
440
SOA Wealth Advisors
New York
$7.22K
MNA
441
Manning & Napier Advisors
New York
$7.09K
DFA
442
DHJJ Financial Advisors
Illinois
$5.18K
RG
443
RHL Group
Michigan
$4.69K
VR
444
Vision Retirement
New Jersey
$4.68K
C
445
Covestor
United Kingdom
$4K
CPG
446
Cornerstone Planning Group
New Jersey
$3.92K
Q1WB
447
Quest 10 Wealth Builders
Virginia
$3.73K
RFG
448
REAP Financial Group
Texas
$3.36K
AWM
449
Abound Wealth Management
Tennessee
$2.73K
QCG
450
Quadrant Capital Group
Ohio
$2.58K