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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
Fidelity Investments
126
Fidelity Investments
Massachusetts
$2.12M
WANY
127
Wealthspire Advisors (New York)
New York
$2.11M
SL
128
Salomon & Ludwin
Virginia
$2.11M
SYBT
129
Stock Yards Bank & Trust
Kentucky
$2.09M
HCP
130
Holt Capital Partners
Texas
$2.09M
CF
131
Centaurus Financial
California
$2.03M
TWM
132
TopTier Wealth Management
Wisconsin
$2M
PCG
133
Prosperity Consulting Group
Maryland
$1.99M
YWS
134
Yarger Wealth Strategies
Ohio
$1.99M
FMTCOCP
135
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.98M
MWA
136
Midland Wealth Advisors
Illinois
$1.98M
CIA
137
Concurrent Investment Advisors
Florida
$1.94M
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$1.91M
FRA
139
FFG Retirement Advisors
Colorado
$1.8M
CPIG
140
Chicago Partners Investment Group
Illinois
$1.78M
HI
141
Harbour Investments
Wisconsin
$1.76M
GVAG
142
Great Valley Advisor Group
Delaware
$1.73M
EF
143
Envision Financial
Wisconsin
$1.71M
Truist Financial
144
Truist Financial
North Carolina
$1.7M
ATC
145
Argent Trust Co
Tennessee
$1.69M
FAP
146
Financial Advisory Partners
Florida
$1.66M
WB
147
WesBanco Bank
West Virginia
$1.64M
FMN
148
Financial Management Network
California
$1.64M
OP
149
ORG Partners
Indiana
$1.62M
BEI
150
Benjamin Edwards Inc
Missouri
$1.62M