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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
CPC
201
Consolidated Planning Corp
Georgia
$858K
SC
202
Savant Capital
Illinois
$850K
SB
203
Simmons Bank
Arkansas
$849K
BFW
204
Brady Family Wealth
Missouri
$827K
MSA
205
Marathon Strategic Advisors
Pennsylvania
$804K
JIC
206
Johnson Investment Counsel
Ohio
$804K
AIA
207
AssuredPartners Investment Advisors
Florida
$783K
SF
208
Summit Financial
New Jersey
$781K
AGA
209
Arkos Global Advisors
Texas
$760K
TFG
210
Team Financial Group
California
$756K
OWA
211
Octavia Wealth Advisors
Ohio
$746K
FF
212
Friday Financial
Iowa
$740K
TNBTD
213
Trustmark National Bank Trust Department
Mississippi
$730K
Betterment LLC
214
Betterment LLC
New York
$728K
PWMAG
215
Pinnacle Wealth Management Advisory Group
New Jersey
$716K
TRCT
216
Tower Research Capital (TRC)
New York
$707K
EWA
217
Exencial Wealth Advisors
Oklahoma
$692K
GRP
218
Global Retirement Partners
California
$678K
AF
219
Allworth Financial
California
$653K
IIC
220
Ironwood Investment Counsel
Arizona
$651K
MAMG
221
Milestone Asset Management Group
Connecticut
$649K
HWM
222
HB Wealth Management
Georgia
$644K
SEIA
223
Signature Estate & Investment Advisors
California
$642K
UPS
224
UHLMANN PRICE SECURITIES
Illinois
$636K
ADL
225
Asset Dedication LLC
California
$635K