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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: 431 → 455 (+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: 9 → 9 (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
5.53%
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
–
Top Buyers
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$16.4M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$11.4M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$9.03M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$6M |
| 5 |
Bank of New York Mellon
New York
|
+$5.36M |
