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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
IWM
426
Inlight Wealth Management
Georgia
$6.97K
MNA
427
Manning & Napier Advisors
New York
$6.97K
AssetMark Inc
428
AssetMark Inc
California
$6.09K
DFA
429
DHJJ Financial Advisors
Illinois
$5.09K
RG
430
RHL Group
Michigan
$4.59K
KBFS
431
Kohmann Bosshard Financial Services
Ohio
$4.49K
C
432
Covestor
United Kingdom
$4K
PWMG
433
Private Wealth Management Group
New Jersey
$3.87K
CPG
434
Cornerstone Planning Group
New Jersey
$3.79K
RFG
435
REAP Financial Group
Texas
$3.3K
AWM
436
Abound Wealth Management
Tennessee
$2.68K
QCG
437
Quadrant Capital Group
Ohio
$2.53K
IWM
438
IMG Wealth Management
Florida
$2.04K
KCM
439
Key Capital Management
Tennessee
$1.86K
MCA
440
McGuire Capital Advisors
Oklahoma
$1.75K
UB
441
UMB Bank
Missouri
$1.39K
SAS
442
Spurstone Advisory Services
Connecticut
$1.34K
KA
443
Kozak & Associates
Colorado
$1.34K
FWA
444
Flagship Wealth Advisors
Massachusetts
$1.19K
FRA
445
Front Row Advisors
California
$1.08K
Q1WB
446
Quest 10 Wealth Builders
Virginia
$877
SIS
447
Sound Income Strategies
Florida
$595
BNP Paribas Financial Markets
448
BNP Paribas Financial Markets
France
$155
KG
449
Kilter Group
New York
$155
PWM
450
Provident Wealth Management
Tennessee
$52