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WisdomTree US MidCap Dividend Fund

458 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 180 reducing their positions, and 18 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:

less capital invested

Capital invested by funds: $ → $

0.17% less ownership

Funds ownership: 57.1%56.93% (-0.17%)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 180

Holders
458
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
PSF
176
Pacific Sun Financial
California
$1.14M
OC
177
Oppenheimer & Co
New York
$1.14M
MFG
178
Merit Financial Group
Georgia
$1.14M
PWP
179
Principle Wealth Partners
Connecticut
$1.11M
KWM
180
Kaydan Wealth Management
Michigan
$1.03M
TLFA
181
True Link Financial Advisors
California
$1.01M
HIW
182
Holos Integrated Wealth
Pennsylvania
$993K
CWM
183
Connecticut Wealth Management
Connecticut
$983K
PWA
184
Prairie Wealth Advisors
Nebraska
$981K
MF
185
Meridian Financial
Massachusetts
$972K
VC
186
Vicus Capital
Pennsylvania
$958K
GI
187
GLOBALT Investments
Georgia
$949K
PPW
188
Pasadena Private Wealth
California
$949K
CWL
189
Causey Wealth LLC
Colorado
$944K
AC
190
Anson Capital
Georgia
$940K
GFP
191
Gryphon Financial Partners
Ohio
$938K
DWM
192
Denver Wealth Management
Colorado
$935K
RF
193
Rossby Financial
Florida
$928K
SWM
194
Selby Wealth Management
California
$917K
CWM
195
Collaborative Wealth Management
Florida
$911K
PTP
196
Platform Technology Partners
New York
$906K
FFN
197
Focus Financial Network
Minnesota
$903K
NWA
198
Navis Wealth Advisors
New York
$894K
BlackRock
199
BlackRock
New York
$890K
WA
200
Waverly Advisors
Alabama
$871K