WisdomTree US MidCap Dividend Fund
356 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 112 reducing their positions, and 27 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 112
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
1.34% more ownership
Funds ownership: 49.89% → 51.23% (+1.3%)
0% more funds holding
Funds holding: 356 → 356 (0)
7% less capital invested
Capital invested by funds: $1.6B → $1.49B (-$110M)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$16.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.3M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$11.2M |
| 4 |
Rockefeller Capital Management
New York
|
+$6.53M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$8.27M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$7.1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$1.29M |
DON Hedge Fund Activity: Q2 2022 in Review
356 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2022, worth a combined $1.49B — down 6.9% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DON positions and 27 closed out — a net gain of 4 holders — while 144 added to existing stakes and 112 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $16.2M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $8.27M sold.
- 356 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $1.49B of WisdomTree US MidCap Dividend Fund stock for Q2 2022, down 6.9% quarter-over-quarter.
- 31 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2022 and 27 closed out, a net change of +4 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2022 was AE Wealth Management, an estimated $16.2M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2022 was First Heartland Consultants, an estimated $8.27M sold.
Based on aggregated 13F filings for Q2 2022.