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WisdomTree US MidCap Dividend Fund
DON

356 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

17% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 121

2% more funds holding

Funds holding: 348 → 356 (+8)

1% more capital invested

Capital invested by funds: $1.58B → $1.6B (+$20.1M)

0.19% more ownership

Funds ownership: 49.7% → 49.89% (+0.19%)

Holders
356
Holders Change
+8
Holders Change %
+2.3%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
121
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
+$8.14M
2
SSB
Sandy Spring Bank
Maryland
+$8.03M
3
CCM
Coldstream Capital Management
Washington
+$6.64M
4
Morgan Stanley
Morgan Stanley
New York
+$6.03M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$14.2M
2
TCWA
Ten Capital Wealth Advisors
Washington
-$9.21M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.36M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$5.51M
5
TIA
Traphagen Investment Advisors
New Jersey
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$3.64K – – –
TFGT
352
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
353
Avior Wealth Management
Nebraska
$1K – – –
FFWM
354
Future Financial Wealth Management
Ohio
$1K – – –
BONH
355
Bank of New Hampshire
New Hampshire
$1K +$1.31K +30 New
FGAM
356
Financial Gravity Asset Management
Texas
$289 – – –
Citadel Advisors
357
Citadel Advisors
Florida
– -$1.35M -30,432 Closed
WT
358
Whittier Trust
California
– -$1.3M -29,269 Closed
AssetMark Inc
359
AssetMark Inc
California
– -$552K -12,623 -100%
CIBC World Market
360
CIBC World Market
Ontario, Canada
– -$287K -6,464 Closed
WH
361
Willner & Heller
California
– -$244K -5,877 Closed
TSS
362
Two Sigma Securities
New York
– -$212K -4,779 Closed
RPCONE
363
Retirement Planning Company of New England
Rhode Island
– -$192K -4,333 Closed
SFM
364
Signet Financial Management
New Jersey
– -$135K -3,034 Closed
MAM
365
Mystic Asset Management
Rhode Island
– -$133K -3,000 Closed
FHA
366
First Horizon Advisors
Tennessee
– -$42K -960 Closed
CSWM
367
Cassady Schiller Wealth Management
Ohio
– -$33K -750 Closed
CWS
368
Confluence Wealth Services
Pennsylvania
– -$24K -545 Closed
ONST
369
Old North State Trust
North Carolina
– -$24K -545 Closed
CA
370
Cornerstone Advisory
Maryland
– -$16K -352 Closed
BC
371
Barnett & Company
Tennessee
– -$12K -270 Closed
TCWM
372
Total Clarity Wealth Management
Illinois
– -$9K -204 Closed
DHGWA
373
Dixon Hughes Goodman Wealth Advisors
North Carolina
– -$1K -19 Closed
11 12 13 14
15

DON Hedge Fund Activity: Q1 2022 in Review

356 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2022, worth a combined $1.6B — up 1.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DON positions and 17 closed out — a net gain of 15 holders — while 141 added to existing stakes and 121 trimmed.

The largest buyer was First Heartland Consultants, opening a new position worth an estimated $8.14M. The largest seller was IHT Wealth Management, cutting an estimated $14.2M.

  • 356 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2022, up from 348 in Q4 2021.
  • Funds reported $1.6B of WisdomTree US MidCap Dividend Fund stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 32 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2022 and 17 closed out, a net change of +15 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2022 was First Heartland Consultants, an estimated $8.14M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q1 2022 was IHT Wealth Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2022.