We are live on ! Find out more
DON icon

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
QWM
426
Quaker Wealth Management
New Jersey
$12.2K
FFL
427
Financial Freedom LLC
Ohio
$12.1K
HBW
428
Hazlett, Burt & Watson
West Virginia
$12K +$103 +2 +0.9%
BHWM
429
Beaird Harris Wealth Management
Texas
$10.6K
CTC
430
Central Trust Company
Missouri
$9.08K
IWM
431
Inlight Wealth Management
Georgia
$6.97K
MNA
432
Manning & Napier Advisors
New York
$6.97K
AssetMark Inc
433
AssetMark Inc
California
$6.09K -$4.43K -86 -42%
DFA
434
DHJJ Financial Advisors
Illinois
$5.09K
RG
435
RHL Group
Michigan
$4.59K +$4.59K +89 New
VR
436
Vision Retirement
New Jersey
$4.59K +$4.59K +89 New
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$4.49K +$4.48K +87 New
C
438
Covestor
United Kingdom
$4K
PWMG
439
Private Wealth Management Group
New Jersey
$3.87K +$3.87K +75 New
CPG
440
Cornerstone Planning Group
New Jersey
$3.79K -$131K -2,549 -97%
RFG
441
REAP Financial Group
Texas
$3.3K
AWM
442
Abound Wealth Management
Tennessee
$2.68K -$1.49K -29 -36%
QCG
443
Quadrant Capital Group
Ohio
$2.53K +$2.52K +49 New
IWM
444
IMG Wealth Management
Florida
$2.04K +$52 +1 +3%
KCM
445
Key Capital Management
Tennessee
$1.86K +$1.85K +36 New
MCA
446
McGuire Capital Advisors
Oklahoma
$1.75K +$1.75K +34 New
UB
447
UMB Bank
Missouri
$1.39K +$1.39K +27 New
SAS
448
Spurstone Advisory Services
Connecticut
$1.34K
KA
449
Kozak & Associates
Colorado
$1.34K
FWA
450
Flagship Wealth Advisors
Massachusetts
$1.19K