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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
NWMP
426
Noble Wealth Management PBC
Colorado
$22.7K
MEG
427
Millstone Evans Group
Colorado
$22.4K
SAM
428
Smartleaf Asset Management
Massachusetts
$19.5K
FF
429
Frankly Finances
Florida
$19K
AF
430
Advisornet Financial
Minnesota
$18.9K
VAI
431
Vanguard Advisers Inc
Pennsylvania
$18.4K
RF
432
Roxbury Financial
New Jersey
$16.7K
UCB
433
United Community Bank
South Carolina
$16.3K
PIS
434
POM Investment Strategies
North Carolina
$14.4K
AW
435
Ankerstar Wealth
Texas
$13.7K
RFA
436
Register Financial Advisors
Georgia
$12.6K
PWA
437
Physician Wealth Advisors
Utah
$12.5K
TCM
438
Triumph Capital Management
Colorado
$12.5K
QWM
439
Quaker Wealth Management
New Jersey
$12.5K
FFL
440
Financial Freedom LLC
Ohio
$12.3K
HBW
441
Hazlett, Burt & Watson
West Virginia
$12K
BHWM
442
Beaird Harris Wealth Management
Texas
$10.8K
SWA
443
SOA Wealth Advisors
New York
$7.22K
MNA
444
Manning & Napier Advisors
New York
$7.09K
DFA
445
DHJJ Financial Advisors
Illinois
$5.18K
RG
446
RHL Group
Michigan
$4.69K
VR
447
Vision Retirement
New Jersey
$4.68K
C
448
Covestor
United Kingdom
$4K
CPG
449
Cornerstone Planning Group
New Jersey
$3.92K
Q1WB
450
Quest 10 Wealth Builders
Virginia
$3.73K