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