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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
AWA
176
Arkadios Wealth Advisors
Georgia
$1.24M
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$1.24M
SPIA
178
Steward Partners Investment Advisory
New York
$1.17M
CWM
179
Connecticut Wealth Management
Connecticut
$1.15M
PSF
180
Pacific Sun Financial
California
$1.13M
PWP
181
Principle Wealth Partners
Connecticut
$1.09M
IWM
182
IHT Wealth Management
Illinois
$1.08M
HIW
183
Holos Integrated Wealth
Pennsylvania
$1.07M
WA
184
Waverly Advisors
Alabama
$1.07M
RF
185
Rossby Financial
Florida
$1.05M
TLFA
186
True Link Financial Advisors
California
$1.05M
MF
187
Meridian Financial
Massachusetts
$1.04M
KWM
188
Kaydan Wealth Management
Michigan
$991K
PWA
189
Prairie Wealth Advisors
Nebraska
$989K
CWM
190
Collaborative Wealth Management
Florida
$987K
VC
191
Vicus Capital
Pennsylvania
$960K
Goldman Sachs
192
Goldman Sachs
New York
$953K
GFP
193
Gryphon Financial Partners
Ohio
$951K
GI
194
GLOBALT Investments
Georgia
$938K
SWM
195
Selby Wealth Management
California
$926K
DWM
196
Denver Wealth Management
Colorado
$921K
PA
197
Pinnacle Associates
New York
$898K
FFN
198
Focus Financial Network
Minnesota
$895K
PTP
199
Platform Technology Partners
New York
$890K
MSA
200
Marino Stram & Associates
Massachusetts
$887K