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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
BFG
77
Beacon Financial Group
Texas
$4.49M
CFP
78
Cascade Financial Partners
California
$4.47M
PCMF
79
Private Capital Management (Florida)
Florida
$4.47M
CFA
80
Cahill Financial Advisors
Minnesota
$4.42M
MWM
81
Meridian Wealth Management
Kentucky
$4.35M
MSFS
82
Main Street Financial Solutions
Pennsylvania
$4.19M
SCM
83
Sage Capital Management
New Jersey
$4.13M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$4M
HWMG
85
Harbour Wealth Management Group
South Carolina
$3.85M
LFG
86
Larson Financial Group
Missouri
$3.84M
MT
87
Midwest Trust
Kansas
$3.7M
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$3.7M
VC
89
Vestor Capital
Illinois
$3.61M
Natixis Advisors
90
Natixis Advisors
Massachusetts
$3.53M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$3.51M
UCFA
92
United Capital Financial Advisors
Texas
$3.41M
IBOK
93
Independence Bank of Kentucky
Kentucky
$3.4M
Two Sigma Investments
94
Two Sigma Investments
New York
$3.38M
NB
95
NBT Bank
New York
$3.37M
HW
96
Hancock Whitney
Mississippi
$3.34M
FHB
97
First Hawaiian Bank
Hawaii
$3.25M
BPA
98
Beacon Pointe Advisors
California
$3.2M
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$3.12M
FGWP
100
Founders Grove Wealth Partners
Virginia
$3.07M