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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$3.04M
SA
102
Sanctuary Advisors
Indiana
$2.96M
BMWS
103
Brady Martz Wealth Solutions
North Dakota
$2.86M
FFA
104
Founders Financial Alliance
North Carolina
$2.8M
JFA
105
JNBA Financial Advisors
Minnesota
$2.8M
IF
106
Intrua Financial
Texas
$2.78M
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.7M
VA
108
Vident Advisory
Georgia
$2.65M
PAG
109
Private Advisor Group
New Jersey
$2.63M
PAS
110
Park Avenue Securities
New York
$2.61M
FI
111
Financial Insights
Washington
$2.6M
Citadel Advisors
112
Citadel Advisors
Florida
$2.6M
AWM
113
Apollon Wealth Management
South Carolina
$2.57M
SWGC
114
Summit Wealth Group (Colorado)
Colorado
$2.51M
P
115
&Partners
Tennessee
$2.5M
Northern Trust
116
Northern Trust
Illinois
$2.47M
PAG
117
Powers Advisory Group
Illinois
$2.42M
OPWM
118
Oxinas Partners Wealth Management
Indiana
$2.41M
BW
119
BIP Wealth
Georgia
$2.39M
KWA
120
Kingswood Wealth Advisors
California
$2.36M
SWM
121
Silverlake Wealth Management
Vermont
$2.23M
PS
122
Principal Securities
Iowa
$2.22M
HAG
123
HF Advisory Group
Maryland
$2.18M
WDL
124
Well Done LLC
Michigan
$2.17M
FNB
125
Farmers National Bank
Kentucky
$2.15M