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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
OWM
151
Opes Wealth Management
California
$1.66M
ATC
152
Argent Trust Co
Tennessee
$1.66M
HIA
153
Harbor Investment Advisory
Maryland
$1.66M
Truist Financial
154
Truist Financial
North Carolina
$1.64M
BEI
155
Benjamin Edwards Inc
Missouri
$1.64M
IWC
156
Integrated Wealth Concepts
Massachusetts
$1.63M
WETS
157
Wealth Enhancement Trust Services
South Dakota
$1.63M
BIA
158
Biondo Investment Advisors
Pennsylvania
$1.62M
NC
159
NewSquare Capital
Pennsylvania
$1.54M
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$1.52M
MMA
161
Miracle Mile Advisors
California
$1.5M
EWA
162
EP Wealth Advisors
California
$1.49M
CANC
163
Culbertson A N & Co
Virginia
$1.48M
SIA
164
Soltis Investment Advisors
Utah
$1.48M
SEP
165
Southland Equity Partners
Missouri
$1.46M
RFA
166
Resurgent Financial Advisors
Georgia
$1.44M
ACA
167
Aptus Capital Advisors
Alabama
$1.41M
SCA
168
Snowden Capital Advisors
New York
$1.38M
Financial Engines Advisors
169
Financial Engines Advisors
California
$1.35M
O3W
170
Omni 360 Wealth
New Jersey
$1.34M
FMN
171
Financial Management Network
California
$1.33M
MG
172
Mather Group
Illinois
$1.32M
GIA
173
Gladstone Institutional Advisory
Florida
$1.31M
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$1.3M
WP
175
WealthShield Partners
North Carolina
$1.3M