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WisdomTree US MidCap Dividend Fund
431 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 171 increasing their positions, 155 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
26% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 23
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 155
2% more capital invested
Capital invested by funds: $2.09B → $2.13B (+$42.9M)
0% less funds holding
Funds holding: 433 → 431 (-2)
0.54% less ownership
Funds ownership: 56.4% → 55.87% (-0.54%)
Holders
431
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
29
Increased
171
Reduced
155
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.6M |
| 2 |
Two Sigma Investments
New York
|
+$7.05M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.35M |
| 4 |
VC
Vestor Capital
Chicago,
Illinois
|
+$3.45M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$2.43M |
