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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
BIA
326
Bell Investment Advisors
California
$21K +$131 +3 +0.6%
WWM
327
Wolff Wiese Magana
California
$20K – – –
PGAM
328
Princeton Global Asset Management
New Jersey
$18K – – –
PCG
329
Private Capital Group
Connecticut
$17K -$7.77K -178 -32%
CA
330
Cornerstone Advisory
Maryland
$16K +$15.4K +352 New
BWM
331
BerganKDV Wealth Management
Minnesota
$15K – – –
NFSG
332
Newbridge Financial Services Group
Florida
$14K +$131 +3 +0.9%
FRA
333
Front Row Advisors
California
$13K – – –
C
334
Covestor
United Kingdom
$13K +$12.6K +288 New
BC
335
Barnett & Company
Tennessee
$12K – – –
CTC
336
Central Trust Company
Missouri
$9K – – –
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
TCWM
338
Total Clarity Wealth Management
Illinois
$9K – – –
MIFH
339
Migdal Insurance & Financial Holdings
Israel
$7K – – –
AF
340
Advisornet Financial
Minnesota
$7K +$44 +1 +0.6%
PP
341
Pacifica Partners
Canada
$7K +$7.24K +166 New
MWM
342
Mascoma Wealth Management
New Hampshire
$6K – – –
RCM
343
Rain Capital Management
Oregon
$5K – – –
AIM
344
Anchor Investment Management
South Carolina
$3.64K +$3.58K +82 New
TFGT
345
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
346
Avior Wealth Management
Nebraska
$1K – – –
DHGWA
347
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$829 +19 New
FFWM
348
Future Financial Wealth Management
Ohio
$1K +$960 +22 New
RDIA
349
RE Dickinson Investment Advisors
Iowa
$1K +$1.35K +31 New
FGAM
350
Financial Gravity Asset Management
Texas
$288 +$1.66K +38 +633%
11 12 13
14
15

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.