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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
PTP
201
Platform Technology Partners
New York
$890K
MSA
202
Marino Stram & Associates
Massachusetts
$887K +$773 +15 +0.1%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$886K -$391K -7,583 -31%
AC
204
Anson Capital
Georgia
$881K +$256K +4,962 +41%
NWA
205
Navis Wealth Advisors
New York
$864K +$9.48K +184 +1%
SWM
206
SHP Wealth Management
Massachusetts
$859K +$857K +16,638 New
CPC
207
Consolidated Planning Corp
Georgia
$858K +$41.4K +803 +5%
SC
208
Savant Capital
Illinois
$850K -$18.3K -356 -2%
SB
209
Simmons Bank
Arkansas
$849K
BFW
210
Brady Family Wealth
Missouri
$827K
MSA
211
Marathon Strategic Advisors
Pennsylvania
$804K
JIC
212
Johnson Investment Counsel
Ohio
$804K +$876 +17 +0.1%
AIA
213
AssuredPartners Investment Advisors
Florida
$783K +$782K +15,168 New
SF
214
Summit Financial
New Jersey
$781K -$8.71K -169 -1%
AGA
215
Arkos Global Advisors
Texas
$760K -$4.12K -80 -0.5%
TFG
216
Team Financial Group
California
$756K -$24K -466 -3%
OWA
217
Octavia Wealth Advisors
Ohio
$746K -$122K -2,363 -14%
FF
218
Friday Financial
Iowa
$740K +$285K +5,524 +63%
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$730K -$4.74K -92 -0.6%
Betterment LLC
220
Betterment LLC
New York
$728K -$17.2K -334 -2%
HAG
221
HighPoint Advisor Group
Illinois
$719K +$718K +13,939 New
PWMAG
222
Pinnacle Wealth Management Advisory Group
New Jersey
$716K -$39K -757 -5%
TRCT
223
Tower Research Capital (TRC)
New York
$707K +$425K +8,257 +152%
EWA
224
Exencial Wealth Advisors
Oklahoma
$692K -$57.2K -1,110 -8%
GRP
225
Global Retirement Partners
California
$678K +$172K +3,330 +34%