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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
Stifel Financial
26
Stifel Financial
Missouri
$16M
MWM
27
Marion Wealth Management
Pennsylvania
$15.8M
HighTower Advisors
28
HighTower Advisors
Illinois
$15.5M
TBFA
29
Three Bearings Fiduciary Advisors
New Hampshire
$14.9M
EB
30
Eastern Bank
Massachusetts
$14.5M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$14.4M
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$13.8M
JP Morgan Chase
33
JP Morgan Chase
New York
$13.6M
Lido Advisors
34
Lido Advisors
California
$13.3M
AUB
35
Atlantic Union Bankshares
Virginia
$12.7M
CWP
36
Concord Wealth Partners
Virginia
$12.5M
DWM
37
Destination Wealth Management
California
$12.4M
APP
38
Avantax Planning Partners
Iowa
$12.2M
AWE
39
Avidian Wealth Enterprises
Texas
$12.1M
PWP
40
Precedent Wealth Partners
Texas
$12.1M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$11.9M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$11.9M
CRC
43
Curi RMB Capital
Illinois
$11.6M
LKWM
44
Lee-Kelleher Wealth Management
Maryland
$11.6M
Mariner
45
Mariner
Kansas
$9.62M
CI
46
CX Institutional
Indiana
$9.39M
WPIC
47
White Pine Investment Company
Michigan
$9.22M
CAMV
48
Concord Asset Management (Virginia)
Virginia
$9.09M
FFA
49
Farther Finance Advisors
California
$8.84M
GFG
50
Goldstone Financial Group
Illinois
$8.49M