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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 19 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:

more capital invested

Capital invested by funds: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
$8.46M
Bank of New York Mellon
52
Bank of New York Mellon
New York
$8.25M
MPW
53
Melone Private Wealth
Michigan
$7.9M
FWP
54
FAS Wealth Partners
Kansas
$7.77M
CICC
55
Capital Investment Counsel (Colorado)
Colorado
$7.65M
CWM
56
Cornerstone Wealth Management
Missouri
$7.5M
UAG
57
United Advisor Group
Ohio
$7.43M
GWM
58
GSB Wealth Management
Connecticut
$7.24M
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$6.59M
DBFM
60
Dickmeyer Boyce Financial Management
Indiana
$6.5M
AI
61
Atria Investments
North Carolina
$6.49M
DADC
62
D.A. Davidson & Co
Montana
$6.24M
MAFA
63
MJT & Associates Financial Advisory
Minnesota
$6.16M
SBH
64
Segall Bryant & Hamill
Illinois
$6.11M
EH
65
Equitable Holdings
New York
$6.08M
MWM
66
Modera Wealth Management
New Jersey
$5.8M
FPAS
67
Focus Partners Advisor Solutions
Missouri
$5.35M
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$5.32M
TWC
69
TD Waterhouse Canada
Ontario, Canada
$5.22M
RCP
70
Roan Capital Partners
Tennessee
$5.14M
JWA
71
JFS Wealth Advisors
Pennsylvania
$4.96M
PCMF
72
Private Capital Management (Florida)
Florida
$4.84M
FFA
73
Frazier Financial Advisors
Ohio
$4.82M
JWM
74
JPL Wealth Management
Colorado
$4.69M
AR
75
Apeiron RIA
Texas
$4.65M