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WisdomTree US MidCap Dividend Fund
DON

348 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

34% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 94

14% more capital invested

Capital invested by funds: $1.39B → $1.58B (+$196M)

10% more funds holding

Funds holding: 316 → 348 (+32)

2.4% more ownership

Funds ownership: 47.3% → 49.7% (+2.4%)

Holders
348
Holders Change
+32
Holders Change %
+10.13%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
94
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$14.1M
2
Bank of America
Bank of America
North Carolina
+$11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.86M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.87M
5
Morgan Stanley
Morgan Stanley
New York
+$5.3M

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$9.82M
2
Wells Fargo
Wells Fargo
California
-$7.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.7M
4
AWA
Arkadios Wealth Advisors
Georgia
-$3.04M
5
KAS
Kestra Advisory Services
Texas
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
251
Berger Financial Group
Minnesota
$272K +$1.05K +24 +0.4%
CAWM
252
Capital Advisors Wealth Management
Washington
$266K +$1.31K +30 +0.5%
IFG
253
Independent Financial Group
California
$264K -$5.24K -120 -2%
FIM
254
Fernwood Investment Management
Massachusetts
$263K +$131 +3 +0.1%
VWM
255
Vigilare Wealth Management
Arizona
$263K +$655 +15 +0.3%
BF
256
BOK Financial
Oklahoma
$263K +$259K +5,926 New
PFS
257
Prospera Financial Services
Texas
$261K +$1.31K +30 +0.5%
BA
258
Bridgewater Advisors
New York
$257K – – –
PG
259
Patten Group
Tennessee
$250K +$3.93K +90 +2%
WH
260
Willner & Heller
California
$244K +$256K +5,877 New
PPG
261
Peak Planning Group
Colorado
$243K -$8.07K -185 -3%
AFAS
262
Acorn Financial Advisory Services
Virginia
$242K +$5.67K +130 +2%
TF
263
Trek Financial
Arizona
$239K +$3.45K +79 +1%
GVAG
264
Great Valley Advisor Group
Delaware
$224K +$131 +3 +0.1%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$224K +$143K +3,272 +184%
Betterment LLC
266
Betterment LLC
New York
$221K +$217K +4,971 New
GWM
267
Gray Wealth Management
Maine
$214K +$210K +4,813 New
TSS
268
Two Sigma Securities
New York
$212K +$209K +4,779 New
AIM
269
Alhambra Investment Management
Florida
$211K +$208K +4,756 New
AOWM
270
Alpha Omega Wealth Management
Virginia
$209K +$203K +4,642 New
FAB
271
First American Bank
Illinois
$204K +$201K +4,596 New
MC
272
Moors & Cabot
Massachusetts
$201K +$198K +4,533 New
LAS
273
Lloyd Advisory Services
Georgia
$200K +$14.5K +333 +8%
HIIFS
274
Harel Insurance Investments & Financial Services
Israel
$199K – – –
RPCONE
275
Retirement Planning Company of New England
Rhode Island
$192K +$189K +4,333 New
9 10
11
12 13

DON Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2021, worth a combined $1.58B — up 14% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DON positions and 26 closed out — a net gain of 39 holders — while 126 added to existing stakes and 94 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $14.1M. The largest seller was Cetera Advisor Networks, cutting an estimated $9.82M.

  • 348 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2021, up from 316 in Q3 2021.
  • Funds reported $1.58B of WisdomTree US MidCap Dividend Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 65 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2021 and 26 closed out, a net change of +39 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $14.1M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2021 was Cetera Advisor Networks, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2021.