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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$3.05M
FGWP
102
Founders Grove Wealth Partners
Virginia
$3.03M
SA
103
Sanctuary Advisors
Indiana
$3.02M
IF
104
Intrua Financial
Texas
$2.98M
FHB
105
First Hawaiian Bank
Hawaii
$2.93M
BMWS
106
Brady Martz Wealth Solutions
North Dakota
$2.91M
FFA
107
Founders Financial Alliance
North Carolina
$2.87M
FRA
108
FFG Retirement Advisors
Colorado
$2.85M
VA
109
Vident Advisory
Georgia
$2.7M
FMTCOCP
110
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.65M
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.62M
AWA
112
Arkadios Wealth Advisors
Georgia
$2.61M
FI
113
Financial Insights
Washington
$2.6M
SWGC
114
Summit Wealth Group (Colorado)
Colorado
$2.59M
PAS
115
Park Avenue Securities
New York
$2.57M
JFA
116
JNBA Financial Advisors
Minnesota
$2.54M
P
117
&Partners
Tennessee
$2.54M
Northern Trust
118
Northern Trust
Illinois
$2.54M
OPWM
119
Oxinas Partners Wealth Management
Indiana
$2.53M
PAG
120
Private Advisor Group
New Jersey
$2.51M
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$2.5M
PAG
122
Powers Advisory Group
Illinois
$2.49M
HAG
123
HF Advisory Group
Maryland
$2.41M
HI
124
Harbour Investments
Wisconsin
$2.33M
SWM
125
Silverlake Wealth Management
Vermont
$2.26M