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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
NF
76
Nikulski Financial
Iowa
$4.51M
CFP
77
Cascade Financial Partners
California
$4.47M
PCMF
78
Private Capital Management (Florida)
Florida
$4.47M
CFA
79
Cahill Financial Advisors
Minnesota
$4.42M
MWM
80
Meridian Wealth Management
Kentucky
$4.35M
MSFS
81
Main Street Financial Solutions
Pennsylvania
$4.19M
SCM
82
Sage Capital Management
New Jersey
$4.13M
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$4M
HWMG
84
Harbour Wealth Management Group
South Carolina
$3.85M
LFG
85
Larson Financial Group
Missouri
$3.84M
MT
86
Midwest Trust
Kansas
$3.7M
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$3.7M
VC
88
Vestor Capital
Illinois
$3.61M
Natixis Advisors
89
Natixis Advisors
Massachusetts
$3.53M
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$3.51M
UCFA
91
United Capital Financial Advisors
Texas
$3.41M
IBOK
92
Independence Bank of Kentucky
Kentucky
$3.4M
Two Sigma Investments
93
Two Sigma Investments
New York
$3.38M
NB
94
NBT Bank
New York
$3.37M
HW
95
Hancock Whitney
Mississippi
$3.34M
FHB
96
First Hawaiian Bank
Hawaii
$3.25M
BPA
97
Beacon Pointe Advisors
California
$3.2M
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3.12M
FGWP
99
Founders Grove Wealth Partners
Virginia
$3.07M
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$3.04M