WisdomTree US MidCap Dividend Fund
433 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 167 increasing their positions, 156 reducing their positions, and 30 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 156
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
1% more capital invested
Capital invested by funds: $2.06B → $2.09B (+$27.1M)
0.04% less ownership
Funds ownership: 56.44% → 56.4% (-0.04%)
0% less funds holding
Funds holding: 434 → 433 (-1)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$22.5M |
| 2 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$18.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.48M |
| 5 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.2M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$9.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.74M |
| 4 |
Two Sigma Investments
New York
|
-$5.88M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.79M |
DON Hedge Fund Activity: Q2 2025 in Review
433 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2025, worth a combined $2.09B — up 1.3% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DON positions and 30 closed out — a net gain of 1 holder — while 167 added to existing stakes and 156 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $22.5M. The largest seller was Royal Bank of Canada, cutting an estimated $10.2M.
- 433 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2025, down from 434 in Q1 2025.
- Funds reported $2.09B of WisdomTree US MidCap Dividend Fund stock for Q2 2025, up 1.3% quarter-over-quarter.
- 31 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2025 and 30 closed out, a net change of +1 holder.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2025 was Jones Financial Companies, an estimated $22.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2025 was Royal Bank of Canada, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2025.