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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
WCP
151
Wealthcare Capital Partners
Pennsylvania
$1.59M
BIA
152
Biondo Investment Advisors
Pennsylvania
$1.58M
OWM
153
Opes Wealth Management
California
$1.56M
SIA
154
Soltis Investment Advisors
Utah
$1.54M
SEP
155
Southland Equity Partners
Missouri
$1.46M
CANC
156
Culbertson A N & Co
Virginia
$1.46M
RFA
157
Resurgent Financial Advisors
Georgia
$1.45M
NC
158
NewSquare Capital
Pennsylvania
$1.44M
OC
159
Oppenheimer & Co
New York
$1.39M
ACA
160
Aptus Capital Advisors
Alabama
$1.38M
EWA
161
EP Wealth Advisors
California
$1.37M
MMA
162
Miracle Mile Advisors
California
$1.37M
FTUS
163
Flow Traders U.S.
New York
$1.36M
SCA
164
Snowden Capital Advisors
New York
$1.36M
O3W
165
Omni 360 Wealth
New Jersey
$1.35M
Comerica Bank
166
Comerica Bank
Texas
$1.35M
Financial Engines Advisors
167
Financial Engines Advisors
California
$1.31M
MFG
168
Merit Financial Group
Georgia
$1.3M
MG
169
Mather Group
Illinois
$1.3M
CB
170
Cadence Bank
Mississippi
$1.3M
GIA
171
Gladstone Institutional Advisory
Florida
$1.29M
WP
172
WealthShield Partners
North Carolina
$1.28M
AWA
173
Arkadios Wealth Advisors
Georgia
$1.24M
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$1.24M
SPIA
175
Steward Partners Investment Advisory
New York
$1.17M