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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
Truist Financial
151
Truist Financial
North Carolina
$1.64M
BEI
152
Benjamin Edwards Inc
Missouri
$1.64M
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.63M
WETS
154
Wealth Enhancement Trust Services
South Dakota
$1.63M
BIA
155
Biondo Investment Advisors
Pennsylvania
$1.62M
NC
156
NewSquare Capital
Pennsylvania
$1.54M
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$1.52M
MMA
158
Miracle Mile Advisors
California
$1.5M
EWA
159
EP Wealth Advisors
California
$1.49M
CANC
160
Culbertson A N & Co
Virginia
$1.48M
SIA
161
Soltis Investment Advisors
Utah
$1.48M
SEP
162
Southland Equity Partners
Missouri
$1.46M
RFA
163
Resurgent Financial Advisors
Georgia
$1.44M
ACA
164
Aptus Capital Advisors
Alabama
$1.41M
SCA
165
Snowden Capital Advisors
New York
$1.38M
Financial Engines Advisors
166
Financial Engines Advisors
California
$1.35M
O3W
167
Omni 360 Wealth
New Jersey
$1.34M
FMN
168
Financial Management Network
California
$1.33M
MG
169
Mather Group
Illinois
$1.32M
GIA
170
Gladstone Institutional Advisory
Florida
$1.31M
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$1.3M
WP
172
WealthShield Partners
North Carolina
$1.3M
SPIA
173
Steward Partners Investment Advisory
New York
$1.21M
IWM
174
IHT Wealth Management
Illinois
$1.21M
QCM
175
Quantinno Capital Management
New York
$1.2M