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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 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: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
RFG
451
REAP Financial Group
Texas
$3.36K
AWM
452
Abound Wealth Management
Tennessee
$2.73K
QCG
453
Quadrant Capital Group
Ohio
$2.58K
IWM
454
IMG Wealth Management
Florida
$2.09K
MCA
455
McGuire Capital Advisors
Oklahoma
$1.79K
UB
456
UMB Bank
Missouri
$1.42K
SAS
457
Spurstone Advisory Services
Connecticut
$1.37K
KA
458
Kozak & Associates
Colorado
$1.36K
FRA
459
Front Row Advisors
California
$1.1K
MHR
460
Matthew Hamilton Rosenberg
$1.1K
SIS
461
Sound Income Strategies
Florida
$580
BIA
462
Bell Investment Advisors
California
$473
TRCT
463
Tower Research Capital (TRC)
New York
$158
PWM
464
Provident Wealth Management
Tennessee
$53
RCM
465
Raleigh Capital Management
North Carolina
$41
IA
466
IFG Advisory
Georgia
FTUS
467
Flow Traders U.S.
New York
WFAG
468
Worth Financial Advisory Group
North Carolina
CAGAS
469
Capital Advisory Group Advisory Services
Minnesota
NW
470
NewEdge Wealth
Pennsylvania
DF
471
Daviman Financial
Indiana
FFS
472
Founders Financial Securities
Maryland
IIM
473
IFC & Insurance Marketing
California
LI
474
LRI Investments
Florida
BCWM
475
Bartlett & Co Wealth Management
Ohio