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WisdomTree US MidCap Dividend Fund

460 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 35 funds opening new positions, 145 increasing their positions, 180 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: $ → $

0.13% less ownership

Funds ownership: 57.1%56.96% (-0.13%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
460
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
IWM
451
IMG Wealth Management
Florida
$2.09K
MCA
452
McGuire Capital Advisors
Oklahoma
$1.79K
UB
453
UMB Bank
Missouri
$1.42K
SAS
454
Spurstone Advisory Services
Connecticut
$1.37K
KA
455
Kozak & Associates
Colorado
$1.36K
FRA
456
Front Row Advisors
California
$1.1K
MHR
457
Matthew Hamilton Rosenberg
$1.1K
SIS
458
Sound Income Strategies
Florida
$580
BIA
459
Bell Investment Advisors
California
$473
TRCT
460
Tower Research Capital (TRC)
New York
$158
PWM
461
Provident Wealth Management
Tennessee
$53
RCM
462
Raleigh Capital Management
North Carolina
$41
IA
463
IFG Advisory
Georgia
FTUS
464
Flow Traders U.S.
New York
WFAG
465
Worth Financial Advisory Group
North Carolina
CAGAS
466
Capital Advisory Group Advisory Services
Minnesota
NW
467
NewEdge Wealth
Pennsylvania
DF
468
Daviman Financial
Indiana
FFS
469
Founders Financial Securities
Maryland
LI
470
LRI Investments
Florida
IIM
471
IFC & Insurance Marketing
California
BCWM
472
Bartlett & Co Wealth Management
Ohio
CTC
473
Central Trust Company
Missouri
IWM
474
Inlight Wealth Management
Georgia
KBFS
475
Kohmann Bosshard Financial Services
Ohio