We are live on ! Find out more
DON icon

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: 431455 (+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: 99 (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
5.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Inspirion Wealth Advisors
Illinois
$4.52M -$538K -10,447 -11%
NF
77
Nikulski Financial
Iowa
$4.51M -$298K -5,790 -6%
BFG
78
Beacon Financial Group
Texas
$4.49M -$213K -4,136 -5%
CFP
79
Cascade Financial Partners
California
$4.47M -$14.7K -285 -0.3%
PCMF
80
Private Capital Management (Florida)
Florida
$4.47M -$27K -524 -0.6%
CFA
81
Cahill Financial Advisors
Minnesota
$4.42M +$444K +8,610 +11%
MWM
82
Meridian Wealth Management
Kentucky
$4.35M +$68.1K +1,321 +2%
MSFS
83
Main Street Financial Solutions
Pennsylvania
$4.19M +$102K +1,975 +2%
SCM
84
Sage Capital Management
New Jersey
$4.13M -$388K -7,536 -9%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$4M +$515 +10 +0%
HWMG
86
Harbour Wealth Management Group
South Carolina
$3.85M +$3.84M +74,526 New
LFG
87
Larson Financial Group
Missouri
$3.84M +$170K +3,300 +5%
MT
88
Midwest Trust
Kansas
$3.7M +$202K +3,911 +6%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$3.7M -$861K -16,700 -19%
VC
90
Vestor Capital
Illinois
$3.61M -$3.49M -67,811 -100%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$3.53M +$294K +5,701 +9%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$3.51M +$2.92M +56,645 +502%
UCFA
93
United Capital Financial Advisors
Texas
$3.41M +$955K +18,537 +39%
IBOK
94
Independence Bank of Kentucky
Kentucky
$3.4M
Two Sigma Investments
95
Two Sigma Investments
New York
$3.38M -$4.27M -82,900 -56%
NB
96
NBT Bank
New York
$3.37M -$29.7K -577 -1%
HW
97
Hancock Whitney
Mississippi
$3.34M +$979 +19 +0%
FHB
98
First Hawaiian Bank
Hawaii
$3.25M -$718K -13,935 -18%
BPA
99
Beacon Pointe Advisors
California
$3.2M -$98.8K -1,918 -3%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$3.12M -$396K -7,691 -11%