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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
SA
101
Sanctuary Advisors
Indiana
$2.96M
BMWS
102
Brady Martz Wealth Solutions
North Dakota
$2.86M
FFA
103
Founders Financial Alliance
North Carolina
$2.8M
JFA
104
JNBA Financial Advisors
Minnesota
$2.8M
IF
105
Intrua Financial
Texas
$2.78M
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.7M
VA
107
Vident Advisory
Georgia
$2.65M
PAG
108
Private Advisor Group
New Jersey
$2.63M
PAS
109
Park Avenue Securities
New York
$2.61M
Citadel Advisors
110
Citadel Advisors
Florida
$2.6M
AWM
111
Apollon Wealth Management
South Carolina
$2.57M
SWGC
112
Summit Wealth Group (Colorado)
Colorado
$2.51M
P
113
&Partners
Tennessee
$2.5M
Northern Trust
114
Northern Trust
Illinois
$2.47M
PAG
115
Powers Advisory Group
Illinois
$2.42M
OPWM
116
Oxinas Partners Wealth Management
Indiana
$2.41M
BW
117
BIP Wealth
Georgia
$2.39M
KWA
118
Kingswood Wealth Advisors
California
$2.36M
SWM
119
Silverlake Wealth Management
Vermont
$2.23M
PS
120
Principal Securities
Iowa
$2.22M
HAG
121
HF Advisory Group
Maryland
$2.18M
WDL
122
Well Done LLC
Michigan
$2.17M
Fidelity Investments
123
Fidelity Investments
Massachusetts
$2.12M
WANY
124
Wealthspire Advisors (New York)
New York
$2.11M
SL
125
Salomon & Ludwin
Virginia
$2.11M