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WisdomTree US MidCap Dividend Fund

449 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 171 reducing their positions, and 27 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:

more capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 171

Holders
449
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
FFA
151
Farther Finance Advisors
California
$1.6M
HIA
152
Harbor Investment Advisory
Maryland
$1.6M
WETS
153
Wealth Enhancement Trust Services
South Dakota
$1.6M
WCP
154
Wealthcare Capital Partners
Pennsylvania
$1.59M
BIA
155
Biondo Investment Advisors
Pennsylvania
$1.58M
OWM
156
Opes Wealth Management
California
$1.56M
SIA
157
Soltis Investment Advisors
Utah
$1.54M
SEP
158
Southland Equity Partners
Missouri
$1.46M
CANC
159
Culbertson A N & Co
Virginia
$1.46M
RFA
160
Resurgent Financial Advisors
Georgia
$1.45M
NC
161
NewSquare Capital
Pennsylvania
$1.44M
OC
162
Oppenheimer & Co
New York
$1.39M
ACA
163
Aptus Capital Advisors
Alabama
$1.38M
EWA
164
EP Wealth Advisors
California
$1.37M
MMA
165
Miracle Mile Advisors
California
$1.37M
FTUS
166
Flow Traders U.S.
New York
$1.36M
SCA
167
Snowden Capital Advisors
New York
$1.36M
O3W
168
Omni 360 Wealth
New Jersey
$1.35M
Comerica Bank
169
Comerica Bank
Texas
$1.35M
Financial Engines Advisors
170
Financial Engines Advisors
California
$1.31M
MFG
171
Merit Financial Group
Georgia
$1.3M
MG
172
Mather Group
Illinois
$1.3M
CB
173
Cadence Bank
Mississippi
$1.3M
GIA
174
Gladstone Institutional Advisory
Florida
$1.29M
WP
175
WealthShield Partners
North Carolina
$1.28M