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WisdomTree US MidCap Dividend Fund

458 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 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
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
VAI
426
Vanguard Advisers Inc
Pennsylvania
$18.4K
RF
427
Roxbury Financial
New Jersey
$16.7K
UCB
428
United Community Bank
South Carolina
$16.3K
PIS
429
POM Investment Strategies
North Carolina
$14.4K
AW
430
Ankerstar Wealth
Texas
$13.7K
RFA
431
Register Financial Advisors
Georgia
$12.6K
PWA
432
Physician Wealth Advisors
Utah
$12.5K
TCM
433
Triumph Capital Management
Colorado
$12.5K
QWM
434
Quaker Wealth Management
New Jersey
$12.5K
FFL
435
Financial Freedom LLC
Ohio
$12.3K
HBW
436
Hazlett, Burt & Watson
West Virginia
$12K
BHWM
437
Beaird Harris Wealth Management
Texas
$10.8K
SWA
438
SOA Wealth Advisors
New York
$7.22K
MNA
439
Manning & Napier Advisors
New York
$7.09K
DFA
440
DHJJ Financial Advisors
Illinois
$5.18K
RG
441
RHL Group
Michigan
$4.69K
VR
442
Vision Retirement
New Jersey
$4.68K
C
443
Covestor
United Kingdom
$4K
CPG
444
Cornerstone Planning Group
New Jersey
$3.92K
Q1WB
445
Quest 10 Wealth Builders
Virginia
$3.73K
RFG
446
REAP Financial Group
Texas
$3.36K
AWM
447
Abound Wealth Management
Tennessee
$2.73K
QCG
448
Quadrant Capital Group
Ohio
$2.58K
IWM
449
IMG Wealth Management
Florida
$2.09K
MCA
450
McGuire Capital Advisors
Oklahoma
$1.79K