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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
DJSG
451
D.J. St. Germain
Massachusetts
$34
RCM
452
Raleigh Capital Management
North Carolina
$32
RA
453
Rodgers & Associates
Pennsylvania
IWC
454
Integrated Wealth Concepts
Massachusetts
GDP
455
Great Diamond Partners
Maine
BIM
456
Bridges Investment Management
Nebraska
GC
457
Guidance Capital
Kentucky
BJL
458
Brighton Jones LLC
Washington
TIAA Trust, National Association
459
TIAA Trust, National Association
North Carolina
BPWM
460
Badgley Phelps Wealth Managers
Washington
RW
461
RVW Wealth
California
WCG
462
Weaver Consulting Group
California
FMTC
463
Farmers & Merchants Trust Company
California
NFA
464
Northern Financial Advisors
Michigan
KV
465
Kickstand Ventures
New York
RIP
466
RAM Investment Partners
Washington
PWM
467
Perigon Wealth Management
California
JPLA
468
Joseph P. Lucia & Associates
New York
WS
469
Wedbush Securities
California
ASN
470
Advisory Services Network
Georgia
AAS
471
Ameritas Advisory Services
Nebraska
ABWM
472
Alpine Bank Wealth Management
Colorado
BFPW
473
BOK Financial Private Wealth
Colorado
CAM
474
Costello Asset Management
Pennsylvania
GWSG
475
GPS Wealth Strategies Group
Colorado