WisdomTree US MidCap Dividend Fund
DON
367 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 131 reducing their positions, and 28 closing their positions.
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
10% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 131
0.2% more ownership
Funds ownership: 52.18% → 52.39% (+0.2%)
0% more funds holding
Funds holding: 367 → 367 (0)
2% less capital invested
Capital invested by funds: $1.7B → $1.67B (-$26.7M)
12% less call options, than puts
Call options by funds: $865K | Put options by funds: $984K
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.18M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.38M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.23M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.25M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.41M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$3.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$2.98M |
DON Hedge Fund Activity: Q1 2023 in Review
367 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2023, worth a combined $1.67B — down 1.6% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DON positions and 28 closed out — a net gain of 7 holders — while 144 added to existing stakes and 131 trimmed.
The largest buyer was Bank of America, adding an estimated $8.18M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $9.23M.
- 367 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $1.67B of WisdomTree US MidCap Dividend Fund stock for Q1 2023, down 1.6% quarter-over-quarter.
- 35 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2023 and 28 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2023 was Bank of America, an estimated $8.18M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $9.23M sold.
Based on aggregated 13F filings for Q1 2023.