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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
451
Front Row Advisors
California
$1.08K
Q1WB
452
Quest 10 Wealth Builders
Virginia
$877 -$5.67K -110 -87%
SIS
453
Sound Income Strategies
Florida
$595 +$567 +11 New
BNP Paribas Financial Markets
454
BNP Paribas Financial Markets
France
$155 -$258 -5 -63%
KG
455
Kilter Group
New York
$155
PWM
456
Provident Wealth Management
Tennessee
$52
DJSG
457
D.J. St. Germain
Massachusetts
$34 -$3.92K -76 -99%
RCM
458
Raleigh Capital Management
North Carolina
$32
RA
459
Rodgers & Associates
Pennsylvania
-$1.95M -37,315 Closed
IWC
460
Integrated Wealth Concepts
Massachusetts
-$1.62M -31,020 Closed
GDP
461
Great Diamond Partners
Maine
-$1.09M -20,804 Closed
BIM
462
Bridges Investment Management
Nebraska
-$725K -13,871 Closed
GC
463
Guidance Capital
Kentucky
-$714K -13,821 Closed
BJL
464
Brighton Jones LLC
Washington
-$306K -5,845 Closed
TIAA Trust, National Association
465
TIAA Trust, National Association
North Carolina
-$243K -4,654 Closed
BPWM
466
Badgley Phelps Wealth Managers
Washington
-$233K -4,464 Closed
RW
467
RVW Wealth
California
-$232K -4,428 Closed
WCG
468
Weaver Consulting Group
California
-$227K -4,339 Closed
FMTC
469
Farmers & Merchants Trust Company
California
-$219K -4,184 Closed
NFA
470
Northern Financial Advisors
Michigan
-$215K -4,118 Closed
KV
471
Kickstand Ventures
New York
-$210K -4,012 Closed
PWM
472
Perigon Wealth Management
California
-$207K -3,951 Closed
RIP
473
RAM Investment Partners
Washington
-$207K -3,951 Closed
JPLA
474
Joseph P. Lucia & Associates
New York
-$202K -3,871 Closed
WS
475
Wedbush Securities
California
-$201K -3,838 Closed