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WisdomTree US MidCap Dividend Fund

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 19 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:

more capital invested

Capital invested by funds: $ → $

0.15% more ownership

Funds ownership: 57.49%57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
SPIA
176
Steward Partners Investment Advisory
New York
$1.21M
IWM
177
IHT Wealth Management
Illinois
$1.21M
QCM
178
Quantinno Capital Management
New York
$1.2M
PSF
179
Pacific Sun Financial
California
$1.14M
OC
180
Oppenheimer & Co
New York
$1.14M
MFG
181
Merit Financial Group
Georgia
$1.14M
PWP
182
Principle Wealth Partners
Connecticut
$1.11M
KWM
183
Kaydan Wealth Management
Michigan
$1.03M
TLFA
184
True Link Financial Advisors
California
$1.01M
HIW
185
Holos Integrated Wealth
Pennsylvania
$993K
CWM
186
Connecticut Wealth Management
Connecticut
$983K
PWA
187
Prairie Wealth Advisors
Nebraska
$981K
MF
188
Meridian Financial
Massachusetts
$972K
VC
189
Vicus Capital
Pennsylvania
$958K
GI
190
GLOBALT Investments
Georgia
$949K
PPW
191
Pasadena Private Wealth
California
$949K
CWL
192
Causey Wealth LLC
Colorado
$944K
AC
193
Anson Capital
Georgia
$940K
GFP
194
Gryphon Financial Partners
Ohio
$938K
DWM
195
Denver Wealth Management
Colorado
$935K
RF
196
Rossby Financial
Florida
$928K
SWM
197
Selby Wealth Management
California
$917K
CWM
198
Collaborative Wealth Management
Florida
$911K
PTP
199
Platform Technology Partners
New York
$906K
FFN
200
Focus Financial Network
Minnesota
$903K