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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
SC
76
SouthState Corp
Florida
$4.59M
CFA
77
Cahill Financial Advisors
Minnesota
$4.57M
MML Investors Services
78
MML Investors Services
Massachusetts
$4.53M
CFP
79
Cascade Financial Partners
California
$4.52M
IWA
80
Inspirion Wealth Advisors
Illinois
$4.48M
BFG
81
Beacon Financial Group
Texas
$4.47M
MWM
82
Meridian Wealth Management
Kentucky
$4.37M
NF
83
Nikulski Financial
Iowa
$4.37M
HWMG
84
Harbour Wealth Management Group
South Carolina
$4.36M
SCM
85
Sage Capital Management
New Jersey
$4.18M
BPA
86
Beacon Pointe Advisors
California
$4.17M
LFG
87
Larson Financial Group
Missouri
$4.05M
Natixis Advisors
88
Natixis Advisors
Massachusetts
$3.94M
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$3.84M
MT
90
Midwest Trust
Kansas
$3.79M
VC
91
Vestor Capital
Illinois
$3.78M
HW
92
Hancock Whitney
Mississippi
$3.78M
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$3.75M
NB
94
NBT Bank
New York
$3.51M
UCFA
95
United Capital Financial Advisors
Texas
$3.45M
IBOK
96
Independence Bank of Kentucky
Kentucky
$3.42M
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$3.41M
Corient Private Wealth
98
Corient Private Wealth
Florida
$3.12M
IAA
99
Independent Advisor Alliance
North Carolina
$3.09M
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$3.07M