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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGWP
101
Founders Grove Wealth Partners
Virginia
$3.07M -$22.3K -432 -0.7%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$3.04M -$329K -6,391 -10%
SA
103
Sanctuary Advisors
Indiana
$2.96M -$98.9K -1,920 -3%
BMWS
104
Brady Martz Wealth Solutions
North Dakota
$2.86M +$14.6K +284 +0.5%
FFA
105
Founders Financial Alliance
North Carolina
$2.8M +$21.7K +421 +0.8%
JFA
106
JNBA Financial Advisors
Minnesota
$2.8M -$120K -2,331 -4%
IF
107
Intrua Financial
Texas
$2.78M +$82.1K +1,593 +3%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.7M
VA
109
Vident Advisory
Georgia
$2.65M
PAG
110
Private Advisor Group
New Jersey
$2.63M -$14K -272 -0.5%
PAS
111
Park Avenue Securities
New York
$2.61M +$756K +14,667 +41%
FI
112
Financial Insights
Washington
$2.6M -$21.6K -419 -0.8%
Citadel Advisors
113
Citadel Advisors
Florida
$2.6M +$2.04M +39,545 +366%
AWM
114
Apollon Wealth Management
South Carolina
$2.57M -$54.7K -1,062 -2%
SWGC
115
Summit Wealth Group (Colorado)
Colorado
$2.51M +$2.51M +48,631 New
P
116
&Partners
Tennessee
$2.5M +$409K +7,945 +20%
Northern Trust
117
Northern Trust
Illinois
$2.47M +$346K +6,706 +16%
PAG
118
Powers Advisory Group
Illinois
$2.42M +$48.6K +944 +2%
OPWM
119
Oxinas Partners Wealth Management
Indiana
$2.41M +$157K +3,041 +7%
BW
120
BIP Wealth
Georgia
$2.39M -$44.1K -856 -2%
KWA
121
Kingswood Wealth Advisors
California
$2.36M -$58K -1,126 -2%
SWM
122
Silverlake Wealth Management
Vermont
$2.23M -$58.6K -1,138 -3%
PS
123
Principal Securities
Iowa
$2.22M +$59.3K +1,150 +3%
HAG
124
HF Advisory Group
Maryland
$2.18M +$84.1K +1,632 +4%
WDL
125
Well Done LLC
Michigan
$2.17M +$18.9K +366 +0.9%