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WisdomTree US MidCap Dividend Fund

444 hedge funds and large institutions have $2.11B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 26 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:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

Holders
444
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
SYBT
126
Stock Yards Bank & Trust
Kentucky
$2.09M
HCP
127
Holt Capital Partners
Texas
$2.09M
CF
128
Centaurus Financial
California
$2.03M
TWM
129
TopTier Wealth Management
Wisconsin
$2M
PCG
130
Prosperity Consulting Group
Maryland
$1.99M
YWS
131
Yarger Wealth Strategies
Ohio
$1.99M
FMTCOCP
132
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.98M
MWA
133
Midland Wealth Advisors
Illinois
$1.98M
CIA
134
Concurrent Investment Advisors
Florida
$1.94M
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.91M
FRA
136
FFG Retirement Advisors
Colorado
$1.8M
CPIG
137
Chicago Partners Investment Group
Illinois
$1.78M
HI
138
Harbour Investments
Wisconsin
$1.76M
GVAG
139
Great Valley Advisor Group
Delaware
$1.73M
EF
140
Envision Financial
Wisconsin
$1.71M
Truist Financial
141
Truist Financial
North Carolina
$1.7M
ATC
142
Argent Trust Co
Tennessee
$1.69M
FAP
143
Financial Advisory Partners
Florida
$1.66M
WB
144
WesBanco Bank
West Virginia
$1.64M
FMN
145
Financial Management Network
California
$1.64M
OP
146
ORG Partners
Indiana
$1.62M
BEI
147
Benjamin Edwards Inc
Missouri
$1.62M
FFA
148
Farther Finance Advisors
California
$1.6M
HIA
149
Harbor Investment Advisory
Maryland
$1.6M
WETS
150
Wealth Enhancement Trust Services
South Dakota
$1.6M