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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
HighTower Advisors
26
HighTower Advisors
Illinois
$16.1M
Stifel Financial
27
Stifel Financial
Missouri
$15.6M
AUB
28
Atlantic Union Bankshares
Virginia
$15.1M
JP Morgan Chase
29
JP Morgan Chase
New York
$15.1M
MWM
30
Marion Wealth Management
Pennsylvania
$15M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$14.2M
Lido Advisors
32
Lido Advisors
California
$14M
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$13.6M
PWP
34
Precedent Wealth Partners
Texas
$13M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$13M
DWM
36
Destination Wealth Management
California
$12.2M
CWP
37
Concord Wealth Partners
Virginia
$11.8M
Bank of New York Mellon
38
Bank of New York Mellon
New York
$11.8M
APP
39
Avantax Planning Partners
Iowa
$11.7M
EB
40
Eastern Bank
Massachusetts
$11.4M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$11.3M
LKWM
42
Lee-Kelleher Wealth Management
Maryland
$11M
CRC
43
Curi RMB Capital
Illinois
$11M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.9M
GFG
45
Goldstone Financial Group
Illinois
$10.6M
Mariner
46
Mariner
Kansas
$9.71M
Corient Private Wealth
47
Corient Private Wealth
Florida
$9.19M
CI
48
CX Institutional
Indiana
$9.17M
WPIC
49
White Pine Investment Company
Michigan
$8.94M
CAMV
50
Concord Asset Management (Virginia)
Virginia
$8.38M