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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
FLPIM
201
F.L. Putnam Investment Management
Massachusetts
$886K
AC
202
Anson Capital
Georgia
$881K
NWA
203
Navis Wealth Advisors
New York
$864K
SWM
204
SHP Wealth Management
Massachusetts
$859K
CPC
205
Consolidated Planning Corp
Georgia
$858K
SC
206
Savant Capital
Illinois
$850K
SB
207
Simmons Bank
Arkansas
$849K
BFW
208
Brady Family Wealth
Missouri
$827K
MSA
209
Marathon Strategic Advisors
Pennsylvania
$804K
JIC
210
Johnson Investment Counsel
Ohio
$804K
AIA
211
AssuredPartners Investment Advisors
Florida
$783K
SF
212
Summit Financial
New Jersey
$781K
AGA
213
Arkos Global Advisors
Texas
$760K
TFG
214
Team Financial Group
California
$756K
OWA
215
Octavia Wealth Advisors
Ohio
$746K
FF
216
Friday Financial
Iowa
$740K
TNBTD
217
Trustmark National Bank Trust Department
Mississippi
$730K
Betterment LLC
218
Betterment LLC
New York
$728K
PWMAG
219
Pinnacle Wealth Management Advisory Group
New Jersey
$716K
TRCT
220
Tower Research Capital (TRC)
New York
$707K
EWA
221
Exencial Wealth Advisors
Oklahoma
$692K
GRP
222
Global Retirement Partners
California
$678K
AF
223
Allworth Financial
California
$653K
IIC
224
Ironwood Investment Counsel
Arizona
$651K
MAMG
225
Milestone Asset Management Group
Connecticut
$649K