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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
DAS
51
Dynamic Advisor Solutions
Arizona
$8.22M
MPW
52
Melone Private Wealth
Michigan
$8.07M
UAG
53
United Advisor Group
Ohio
$7.37M
FWP
54
FAS Wealth Partners
Kansas
$7.34M
CWM
55
Cornerstone Wealth Management
Missouri
$7.3M
CICC
56
Capital Investment Counsel (Colorado)
Colorado
$7.26M
GWM
57
GSB Wealth Management
Connecticut
$6.95M
MML Investors Services
58
MML Investors Services
Massachusetts
$6.75M
AI
59
Atria Investments
North Carolina
$6.44M
EH
60
Equitable Holdings
New York
$6.43M
MAFA
61
MJT & Associates Financial Advisory
Minnesota
$6.15M
DADC
62
D.A. Davidson & Co
Montana
$6.07M
MWM
63
Modera Wealth Management
New Jersey
$6.03M
SBH
64
Segall Bryant & Hamill
Illinois
$6.01M
LRWA
65
Long Run Wealth Advisors
New York
$5.98M
FPAS
66
Focus Partners Advisor Solutions
Missouri
$5.31M
JWA
67
JFS Wealth Advisors
Pennsylvania
$5.18M
TWC
68
TD Waterhouse Canada
Ontario, Canada
$5.15M
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$5.14M
AR
70
Apeiron RIA
Texas
$5.04M
SC
71
SouthState Corp
Florida
$5.04M
IA
72
IFG Advisory
Georgia
$4.93M
FFA
73
Frazier Financial Advisors
Ohio
$4.69M
JWM
74
JPL Wealth Management
Colorado
$4.64M
IWA
75
Inspirion Wealth Advisors
Illinois
$4.52M