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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 19 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:

more capital invested

Capital invested by funds: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
FNB
126
Farmers National Bank
Kentucky
$2.26M
PS
127
Principal Securities
Iowa
$2.26M
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$2.23M
WDL
129
Well Done LLC
Michigan
$2.19M
WANY
130
Wealthspire Advisors (New York)
New York
$2.17M
SYBT
131
Stock Yards Bank & Trust
Kentucky
$2.09M
BW
132
BIP Wealth
Georgia
$2.06M
CF
133
Centaurus Financial
California
$2.06M
SL
134
Salomon & Ludwin
Virginia
$2.06M
AWM
135
Apollon Wealth Management
South Carolina
$2.04M
TWM
136
TopTier Wealth Management
Wisconsin
$2.04M
KWA
137
Kingswood Wealth Advisors
California
$2.04M
PCG
138
Prosperity Consulting Group
Maryland
$2M
Fidelity Investments
139
Fidelity Investments
Massachusetts
$1.99M
YWS
140
Yarger Wealth Strategies
Ohio
$1.96M
MWA
141
Midland Wealth Advisors
Illinois
$1.95M
Citadel Advisors
142
Citadel Advisors
Florida
$1.84M
FAP
143
Financial Advisory Partners
Florida
$1.84M
HCP
144
Holt Capital Partners
Texas
$1.81M
CPIG
145
Chicago Partners Investment Group
Illinois
$1.8M
WCP
146
Wealthcare Capital Partners
Pennsylvania
$1.77M
GVAG
147
Great Valley Advisor Group
Delaware
$1.73M
EF
148
Envision Financial
Wisconsin
$1.7M
CAL
149
Capital Advisors Ltd
Ohio
$1.68M
WB
150
WesBanco Bank
West Virginia
$1.67M