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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
MCM
26
MAI Capital Management
Ohio
$17.2M
HighTower Advisors
27
HighTower Advisors
Illinois
$16.1M
Stifel Financial
28
Stifel Financial
Missouri
$15.6M
AUB
29
Atlantic Union Bankshares
Virginia
$15.1M
JP Morgan Chase
30
JP Morgan Chase
New York
$15.1M
MWM
31
Marion Wealth Management
Pennsylvania
$15M
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$14.2M
Lido Advisors
33
Lido Advisors
California
$14M
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$13.6M
PWP
35
Precedent Wealth Partners
Texas
$13M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$13M
DWM
37
Destination Wealth Management
California
$12.2M
CWP
38
Concord Wealth Partners
Virginia
$11.8M
Bank of New York Mellon
39
Bank of New York Mellon
New York
$11.8M
APP
40
Avantax Planning Partners
Iowa
$11.7M
EB
41
Eastern Bank
Massachusetts
$11.4M
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$11.3M
LKWM
43
Lee-Kelleher Wealth Management
Maryland
$11M
CRC
44
Curi RMB Capital
Illinois
$11M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$10.9M
GFG
46
Goldstone Financial Group
Illinois
$10.6M
Mariner
47
Mariner
Kansas
$9.71M
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