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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
SA
101
Sanctuary Advisors
Indiana
$3.02M
IF
102
Intrua Financial
Texas
$2.98M
FHB
103
First Hawaiian Bank
Hawaii
$2.93M
BMWS
104
Brady Martz Wealth Solutions
North Dakota
$2.91M
FFA
105
Founders Financial Alliance
North Carolina
$2.87M
FRA
106
FFG Retirement Advisors
Colorado
$2.85M
VA
107
Vident Advisory
Georgia
$2.7M
FMTCOCP
108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.65M
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.62M
AWA
110
Arkadios Wealth Advisors
Georgia
$2.61M
FI
111
Financial Insights
Washington
$2.6M
SWGC
112
Summit Wealth Group (Colorado)
Colorado
$2.59M
PAS
113
Park Avenue Securities
New York
$2.57M
JFA
114
JNBA Financial Advisors
Minnesota
$2.54M
P
115
&Partners
Tennessee
$2.54M
Northern Trust
116
Northern Trust
Illinois
$2.54M
OPWM
117
Oxinas Partners Wealth Management
Indiana
$2.53M
PAG
118
Private Advisor Group
New Jersey
$2.51M
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$2.5M
PAG
120
Powers Advisory Group
Illinois
$2.49M
HAG
121
HF Advisory Group
Maryland
$2.41M
HI
122
Harbour Investments
Wisconsin
$2.33M
SWM
123
Silverlake Wealth Management
Vermont
$2.26M
PS
124
Principal Securities
Iowa
$2.26M
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$2.23M