DON icon

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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$8.25M
MPW
52
Melone Private Wealth
Michigan
$7.9M
CICC
53
Capital Investment Counsel (Colorado)
Colorado
$7.65M
CWM
54
Cornerstone Wealth Management
Missouri
$7.5M
UAG
55
United Advisor Group
Ohio
$7.43M
GWM
56
GSB Wealth Management
Connecticut
$7.24M
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$6.59M
DBFM
58
Dickmeyer Boyce Financial Management
Indiana
$6.5M
AI
59
Atria Investments
North Carolina
$6.49M
DADC
60
D.A. Davidson & Co
Montana
$6.24M
MAFA
61
MJT & Associates Financial Advisory
Minnesota
$6.16M
SBH
62
Segall Bryant & Hamill
Illinois
$6.11M
EH
63
Equitable Holdings
New York
$6.08M
MWM
64
Modera Wealth Management
New Jersey
$5.8M
FPAS
65
Focus Partners Advisor Solutions
Missouri
$5.35M
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$5.32M
TWC
67
TD Waterhouse Canada
Ontario, Canada
$5.22M
RCP
68
Roan Capital Partners
Tennessee
$5.14M
JWA
69
JFS Wealth Advisors
Pennsylvania
$4.96M
PCMF
70
Private Capital Management (Florida)
Florida
$4.84M
FFA
71
Frazier Financial Advisors
Ohio
$4.82M
JWM
72
JPL Wealth Management
Colorado
$4.69M
AR
73
Apeiron RIA
Texas
$4.65M
SC
74
SouthState Corp
Florida
$4.59M
CFA
75
Cahill Financial Advisors
Minnesota
$4.57M