WisdomTree US MidCap Dividend Fund
DON
367 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 98 reducing their positions, and 22 closing their positions.
145% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 22
59% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 98
20% more capital invested
Capital invested by funds: $1.42B → $1.7B (+$279M)
8% more funds holding
Funds holding: 341 → 367 (+26)
2.35% more ownership
Funds ownership: 49.83% → 52.18% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
57% less call options, than puts
Call options by funds: $234K | Put options by funds: $543K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$34.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.19M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.86M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.48M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.35M |
| 2 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$3.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.38M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.14M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$874K |
DON Hedge Fund Activity: Q4 2022 in Review
367 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2022, worth a combined $1.7B — up 20% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new DON positions and 22 closed out — a net gain of 32 holders — while 156 added to existing stakes and 98 trimmed.
The largest buyer was Bank of America, adding an estimated $34.3M. The largest seller was Kestra Advisory Services, cutting an estimated $6.35M.
- 367 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2022, up from 341 in Q3 2022.
- Funds reported $1.7B of WisdomTree US MidCap Dividend Fund stock for Q4 2022, up 20% quarter-over-quarter.
- 54 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2022 and 22 closed out, a net change of +32 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $34.3M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2022 was Kestra Advisory Services, an estimated $6.35M sold.
Based on aggregated 13F filings for Q4 2022.