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WisdomTree US MidCap Dividend Fund

458 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
WDL
126
Well Done LLC
Michigan
$2.19M
WANY
127
Wealthspire Advisors (New York)
New York
$2.17M
SYBT
128
Stock Yards Bank & Trust
Kentucky
$2.09M
BW
129
BIP Wealth
Georgia
$2.06M
CF
130
Centaurus Financial
California
$2.06M
SL
131
Salomon & Ludwin
Virginia
$2.06M
AWM
132
Apollon Wealth Management
South Carolina
$2.04M
TWM
133
TopTier Wealth Management
Wisconsin
$2.04M
KWA
134
Kingswood Wealth Advisors
California
$2.04M
PCG
135
Prosperity Consulting Group
Maryland
$2M
Fidelity Investments
136
Fidelity Investments
Massachusetts
$1.99M
YWS
137
Yarger Wealth Strategies
Ohio
$1.96M
MWA
138
Midland Wealth Advisors
Illinois
$1.95M
Citadel Advisors
139
Citadel Advisors
Florida
$1.84M
FAP
140
Financial Advisory Partners
Florida
$1.84M
HCP
141
Holt Capital Partners
Texas
$1.81M
CPIG
142
Chicago Partners Investment Group
Illinois
$1.8M
WCP
143
Wealthcare Capital Partners
Pennsylvania
$1.77M
GVAG
144
Great Valley Advisor Group
Delaware
$1.73M
EF
145
Envision Financial
Wisconsin
$1.7M
CAL
146
Capital Advisors Ltd
Ohio
$1.68M
WB
147
WesBanco Bank
West Virginia
$1.67M
OWM
148
Opes Wealth Management
California
$1.66M
ATC
149
Argent Trust Co
Tennessee
$1.66M
HIA
150
Harbor Investment Advisory
Maryland
$1.66M