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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
KBFS
426
Kohmann Bosshard Financial Services
Ohio
$4.49K
C
427
Covestor
United Kingdom
$4K
PWMG
428
Private Wealth Management Group
New Jersey
$3.87K
CPG
429
Cornerstone Planning Group
New Jersey
$3.79K
RFG
430
REAP Financial Group
Texas
$3.3K
AWM
431
Abound Wealth Management
Tennessee
$2.68K
QCG
432
Quadrant Capital Group
Ohio
$2.53K
IWM
433
IMG Wealth Management
Florida
$2.04K
KCM
434
Key Capital Management
Tennessee
$1.86K
MCA
435
McGuire Capital Advisors
Oklahoma
$1.75K
UB
436
UMB Bank
Missouri
$1.39K
SAS
437
Spurstone Advisory Services
Connecticut
$1.34K
KA
438
Kozak & Associates
Colorado
$1.34K
FWA
439
Flagship Wealth Advisors
Massachusetts
$1.19K
FRA
440
Front Row Advisors
California
$1.08K
Q1WB
441
Quest 10 Wealth Builders
Virginia
$877
SIS
442
Sound Income Strategies
Florida
$595
BNP Paribas Financial Markets
443
BNP Paribas Financial Markets
France
$155
KG
444
Kilter Group
New York
$155
PWM
445
Provident Wealth Management
Tennessee
$52
DJSG
446
D.J. St. Germain
Massachusetts
$34
RCM
447
Raleigh Capital Management
North Carolina
$32
RA
448
Rodgers & Associates
Pennsylvania
IWC
449
Integrated Wealth Concepts
Massachusetts
GDP
450
Great Diamond Partners
Maine