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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
BEI
151
Benjamin Edwards Inc
Missouri
$1.62M +$68.9K +1,337 +4%
FFA
152
Farther Finance Advisors
California
$1.6M +$299K +5,799 +23%
HIA
153
Harbor Investment Advisory
Maryland
$1.6M +$50.9K +988 +3%
WETS
154
Wealth Enhancement Trust Services
South Dakota
$1.6M +$1.59M +30,943 New
WCP
155
Wealthcare Capital Partners
Pennsylvania
$1.59M +$150K +2,910 +10%
BIA
156
Biondo Investment Advisors
Pennsylvania
$1.58M +$84K +1,630 +6%
OWM
157
Opes Wealth Management
California
$1.56M +$7.47K +145 +0.5%
SIA
158
Soltis Investment Advisors
Utah
$1.54M -$62.1K -1,205 -4%
SEP
159
Southland Equity Partners
Missouri
$1.46M -$24K -465 -2%
CANC
160
Culbertson A N & Co
Virginia
$1.46M
RFA
161
Resurgent Financial Advisors
Georgia
$1.45M -$45.1K -876 -3%
NC
162
NewSquare Capital
Pennsylvania
$1.44M +$165K +3,203 +13%
OC
163
Oppenheimer & Co
New York
$1.39M +$236K +4,573 +20%
ACA
164
Aptus Capital Advisors
Alabama
$1.38M +$1.38M +26,806 New
EWA
165
EP Wealth Advisors
California
$1.37M +$1.37M +26,579 New
MMA
166
Miracle Mile Advisors
California
$1.37M +$126K +2,437 +10%
FTUS
167
Flow Traders U.S.
New York
$1.36M +$1.36M +26,377 New
SCA
168
Snowden Capital Advisors
New York
$1.36M -$29.7K -576 -2%
O3W
169
Omni 360 Wealth
New Jersey
$1.35M -$21.8K -424 -2%
Comerica Bank
170
Comerica Bank
Texas
$1.35M -$135K -2,614 -9%
Financial Engines Advisors
171
Financial Engines Advisors
California
$1.31M
MFG
172
Merit Financial Group
Georgia
$1.3M -$328K -6,364 -20%
MG
173
Mather Group
Illinois
$1.3M -$79.1K -1,535 -6%
CB
174
Cadence Bank
Mississippi
$1.3M -$26.2K -508 -2%
GIA
175
Gladstone Institutional Advisory
Florida
$1.29M -$28.2K -548 -2%