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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
MML Investors Services
76
MML Investors Services
Massachusetts
$4.53M
CFP
77
Cascade Financial Partners
California
$4.52M
IWA
78
Inspirion Wealth Advisors
Illinois
$4.48M
BFG
79
Beacon Financial Group
Texas
$4.47M
MWM
80
Meridian Wealth Management
Kentucky
$4.37M
NF
81
Nikulski Financial
Iowa
$4.37M
HWMG
82
Harbour Wealth Management Group
South Carolina
$4.36M
SCM
83
Sage Capital Management
New Jersey
$4.18M
BPA
84
Beacon Pointe Advisors
California
$4.17M
LFG
85
Larson Financial Group
Missouri
$4.05M
Natixis Advisors
86
Natixis Advisors
Massachusetts
$3.94M
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$3.84M
MT
88
Midwest Trust
Kansas
$3.79M
VC
89
Vestor Capital
Illinois
$3.78M
HW
90
Hancock Whitney
Mississippi
$3.78M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$3.75M
NB
92
NBT Bank
New York
$3.51M
UCFA
93
United Capital Financial Advisors
Texas
$3.45M
IBOK
94
Independence Bank of Kentucky
Kentucky
$3.42M
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$3.41M
Corient Private Wealth
96
Corient Private Wealth
Florida
$3.12M
IAA
97
Independent Advisor Alliance
North Carolina
$3.09M
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$3.07M
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$3.05M
FGWP
100
Founders Grove Wealth Partners
Virginia
$3.03M