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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
CWM
176
Connecticut Wealth Management
Connecticut
$1.15M
PSF
177
Pacific Sun Financial
California
$1.13M
PWP
178
Principle Wealth Partners
Connecticut
$1.09M
IWM
179
IHT Wealth Management
Illinois
$1.08M
HIW
180
Holos Integrated Wealth
Pennsylvania
$1.07M
WA
181
Waverly Advisors
Alabama
$1.07M
RF
182
Rossby Financial
Florida
$1.05M
TLFA
183
True Link Financial Advisors
California
$1.05M
MF
184
Meridian Financial
Massachusetts
$1.04M
KWM
185
Kaydan Wealth Management
Michigan
$991K
PWA
186
Prairie Wealth Advisors
Nebraska
$989K
CWM
187
Collaborative Wealth Management
Florida
$987K
VC
188
Vicus Capital
Pennsylvania
$960K
Goldman Sachs
189
Goldman Sachs
New York
$953K
GFP
190
Gryphon Financial Partners
Ohio
$951K
GI
191
GLOBALT Investments
Georgia
$938K
SWM
192
Selby Wealth Management
California
$926K
DWM
193
Denver Wealth Management
Colorado
$921K
PA
194
Pinnacle Associates
New York
$898K
FFN
195
Focus Financial Network
Minnesota
$895K
PTP
196
Platform Technology Partners
New York
$890K
MSA
197
Marino Stram & Associates
Massachusetts
$887K
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$886K
AC
199
Anson Capital
Georgia
$881K
NWA
200
Navis Wealth Advisors
New York
$864K