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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
FNB
126
Farmers National Bank
Kentucky
$2.15M +$24.6K +478 +1%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$2.12M +$524K +10,165 +33%
WANY
128
Wealthspire Advisors (New York)
New York
$2.11M +$670 +13 +0%
SL
129
Salomon & Ludwin
Virginia
$2.11M -$26.3K -510 -1%
SYBT
130
Stock Yards Bank & Trust
Kentucky
$2.09M -$42.4K -822 -2%
HCP
131
Holt Capital Partners
Texas
$2.09M +$1.27M +24,600 +155%
CF
132
Centaurus Financial
California
$2.03M +$154K +2,985 +8%
TWM
133
TopTier Wealth Management
Wisconsin
$2M +$1.99M +38,687 New
PCG
134
Prosperity Consulting Group
Maryland
$1.99M -$95.2K -1,848 -5%
YWS
135
Yarger Wealth Strategies
Ohio
$1.99M +$14.3K +277 +0.7%
FMTCOCP
136
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.98M -$13.3K -258 -0.7%
MWA
137
Midland Wealth Advisors
Illinois
$1.98M -$58K -1,125 -3%
CIA
138
Concurrent Investment Advisors
Florida
$1.94M +$286K +5,542 +17%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$1.91M +$61.8K +1,200 +3%
FRA
140
FFG Retirement Advisors
Colorado
$1.8M -$1.08K -21 -0.1%
CPIG
141
Chicago Partners Investment Group
Illinois
$1.78M -$125K -2,434 -7%
HI
142
Harbour Investments
Wisconsin
$1.76M -$5.98K -116 -0.3%
GVAG
143
Great Valley Advisor Group
Delaware
$1.73M +$18K +350 +1%
EF
144
Envision Financial
Wisconsin
$1.71M -$339K -6,577 -17%
Truist Financial
145
Truist Financial
North Carolina
$1.7M -$51.4K -997 -3%
ATC
146
Argent Trust Co
Tennessee
$1.69M -$258K -5,011 -13%
FAP
147
Financial Advisory Partners
Florida
$1.66M +$9.33K +181 +0.6%
WB
148
WesBanco Bank
West Virginia
$1.64M +$50K +970 +3%
FMN
149
Financial Management Network
California
$1.64M -$255K -4,939 -14%
OP
150
ORG Partners
Indiana
$1.62M -$524K -10,171 -24%