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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
MCM
26
MAI Capital Management
Ohio
$17.2M -$233K -4,518 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$16.1M -$3.26M -63,301 -17%
Stifel Financial
28
Stifel Financial
Missouri
$15.6M -$308K -5,980 -2%
TBFA
29
Three Bearings Fiduciary Advisors
New Hampshire
$15.1M +$14.6M +282,535 New
AUB
30
Atlantic Union Bankshares
Virginia
$15.1M -$2.5M -48,431 -14%
JP Morgan Chase
31
JP Morgan Chase
New York
$15.1M -$2.41M -46,699 -14%
MWM
32
Marion Wealth Management
Pennsylvania
$15M +$347K +6,738 +2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$14.2M +$61K +1,183 +0.4%
Lido Advisors
34
Lido Advisors
California
$14M -$23.7K -459 -0.2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$13.6M -$735K -14,270 -5%
PWP
36
Precedent Wealth Partners
Texas
$13M -$1.22M -23,607 -9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$13M +$635K +12,325 +5%
DWM
38
Destination Wealth Management
California
$12.2M +$276K +5,359 +2%
CWP
39
Concord Wealth Partners
Virginia
$11.8M -$152K -2,953 -1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$11.8M +$5.36M +104,013 +83%
APP
41
Avantax Planning Partners
Iowa
$11.7M -$279K -5,412 -2%
EB
42
Eastern Bank
Massachusetts
$11.4M +$11.4M +221,666 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$11.3M -$643K -12,486 -6%
LKWM
44
Lee-Kelleher Wealth Management
Maryland
$11M +$511K +9,909 +5%
CRC
45
Curi RMB Capital
Illinois
$11M -$500K -9,705 -4%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$399K +7,745 +4%
GFG
47
Goldstone Financial Group
Illinois
$10.6M +$642K +12,463 +6%
Mariner
48
Mariner
Kansas
$9.71M +$3.58M +69,460 +58%
CI
49
CX Institutional
Indiana
$9.17M -$272K -5,284 -3%
WPIC
50
White Pine Investment Company
Michigan
$8.94M +$197K +3,820 +2%