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WisdomTree US MidCap Dividend Fund

458 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
EB
29
Eastern Bank
Massachusetts
$14.5M
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$14.4M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$13.8M
JP Morgan Chase
32
JP Morgan Chase
New York
$13.6M
Lido Advisors
33
Lido Advisors
California
$13.3M
AUB
34
Atlantic Union Bankshares
Virginia
$12.7M
CWP
35
Concord Wealth Partners
Virginia
$12.5M
DWM
36
Destination Wealth Management
California
$12.4M
APP
37
Avantax Planning Partners
Iowa
$12.2M
AWE
38
Avidian Wealth Enterprises
Texas
$12.1M
PWP
39
Precedent Wealth Partners
Texas
$12.1M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.9M
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$11.9M
CRC
42
Curi RMB Capital
Illinois
$11.6M
LKWM
43
Lee-Kelleher Wealth Management
Maryland
$11.6M
Mariner
44
Mariner
Kansas
$9.62M
CI
45
CX Institutional
Indiana
$9.39M
WPIC
46
White Pine Investment Company
Michigan
$9.22M
CAMV
47
Concord Asset Management (Virginia)
Virginia
$9.09M
FFA
48
Farther Finance Advisors
California
$8.84M
GFG
49
Goldstone Financial Group
Illinois
$8.49M
DAS
50
Dynamic Advisor Solutions
Arizona
$8.46M