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WisdomTree US MidCap Dividend Fund

455 hedge funds and large institutions have $2.15B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

6% more funds holding

Funds holding: 431455 (+24)

1.62% more ownership

Funds ownership: 55.87%57.49% (+1.6%)

1% more capital invested

Capital invested by funds: $2.13B → $2.15B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
5.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
141
Reduced
172
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthShield Partners
North Carolina
$1.28M +$14.9K +290 +1%
AWA
177
Arkadios Wealth Advisors
Georgia
$1.24M -$36.7K -713 -3%
SFWC
178
Strategic Family Wealth Counselors
New Jersey
$1.24M +$42.1K +817 +4%
CWL
179
Causey Wealth LLC
Colorado
$1.22M -$19.9K -386 -2%
SPIA
180
Steward Partners Investment Advisory
New York
$1.17M +$42.1K +817 +4%
CWM
181
Connecticut Wealth Management
Connecticut
$1.15M -$8.55K -166 -0.7%
PSF
182
Pacific Sun Financial
California
$1.13M -$47.7K -925 -4%
PWP
183
Principle Wealth Partners
Connecticut
$1.09M -$193K -3,750 -15%
IWM
184
IHT Wealth Management
Illinois
$1.08M -$111K -2,161 -9%
HIW
185
Holos Integrated Wealth
Pennsylvania
$1.07M +$928 +18 +0.1%
WA
186
Waverly Advisors
Alabama
$1.07M +$139K +2,698 +15%
RF
187
Rossby Financial
Florida
$1.05M +$1.05M +20,319 New
TLFA
188
True Link Financial Advisors
California
$1.05M
MF
189
Meridian Financial
Massachusetts
$1.04M -$20.8K -403 -2%
KWM
190
Kaydan Wealth Management
Michigan
$991K -$6.39K -124 -0.6%
PWA
191
Prairie Wealth Advisors
Nebraska
$989K -$1.05M -20,441 Closed
CWM
192
Collaborative Wealth Management
Florida
$987K -$75.9K -1,473 -7%
VC
193
Vicus Capital
Pennsylvania
$960K +$49.7K +964 +5%
Goldman Sachs
194
Goldman Sachs
New York
$953K -$650K -12,612 -41%
GFP
195
Gryphon Financial Partners
Ohio
$951K -$6.8K -132 -0.7%
GI
196
GLOBALT Investments
Georgia
$938K -$14.4K -279 -2%
SWM
197
Selby Wealth Management
California
$926K +$925K +17,942 New
DWM
198
Denver Wealth Management
Colorado
$921K -$5.77K -112 -0.6%
PA
199
Pinnacle Associates
New York
$898K -$39K -757 -4%
FFN
200
Focus Financial Network
Minnesota
$895K -$22.3K -432 -2%