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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
Bank of America
1
Bank of America
North Carolina
$241M -$836K -16,221 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$123M +$1.5M +29,117 +1%
LPL Financial
3
LPL Financial
California
$101M -$2.05M -39,725 -2%
LW
4
Linscomb Wealth
Texas
$95.2M +$812K +15,767 +0.9%
UBS Group
5
UBS Group
Switzerland
$89.3M -$1.81M -35,222 -2%
Creative Planning
6
Creative Planning
Kansas
$78.4M -$139K -2,702 -0.2%
Ameriprise
7
Ameriprise
Minnesota
$71.3M -$375K -7,281 -0.5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$69.5M +$9.03M +175,162 +15%
Raymond James Financial
9
Raymond James Financial
Florida
$57.5M +$2.97M +57,569 +5%
Wells Fargo
10
Wells Fargo
California
$51.5M +$3.25M +63,062 +7%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$31.8M +$2.18M +42,363 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$30.3M -$1.14M -22,204 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29.5M -$1.39M -27,058 -5%
KAS
14
Kestra Advisory Services
Texas
$28.4M -$138K -2,675 -0.5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$28.4M +$127K +2,458 +0.4%
KeyBank National Association
16
KeyBank National Association
Ohio
$26.2M +$440K +8,532 +2%
IWP
17
IAG Wealth Partners
Wisconsin
$25.4M +$405K +7,865 +2%
CCM
18
Coldstream Capital Management
Washington
$25.3M -$898K -17,435 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$19.4M +$204K +3,960 +1%
SFGP
20
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$19.2M +$384K +7,445 +2%
TW
21
Trajan Wealth
Arizona
$18.5M -$158K -3,073 -0.9%
Corient Private Wealth
22
Corient Private Wealth
Florida
$18.4M +$16.4M +318,077 +875%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$17.7M -$5.94M -115,352 -25%
HNB
24
Huntington National Bank
Ohio
$17.4M
AWM
25
AE Wealth Management
Kansas
$17.3M +$1.42M +27,552 +9%