WisdomTree US MidCap Dividend Fund
463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
2% more funds holding
Funds holding: 455 → 463 (+8)
1% more capital invested
Capital invested by funds: $2.15B → $2.16B (+$10.8M)
0.15% more ownership
Funds ownership: 57.49% → 57.64% (+0.15%)
16% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$16.8M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$12.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.21M |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$7.36M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$15.9M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$14.3M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$6M |
| 5 |
LPL Financial
San Diego,
California
|
-$5.47M |
DON Hedge Fund Activity: Q1 2026 in Review
463 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2026, worth a combined $2.16B — up 0.5% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DON positions and 19 closed out — a net gain of 16 holders — while 150 added to existing stakes and 179 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $16.8M. The largest seller was Corient Private Wealth, cutting an estimated $15.9M.
- 463 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2026, up from 455 in Q4 2025.
- Funds reported $2.16B of WisdomTree US MidCap Dividend Fund stock for Q1 2026, up 0.5% quarter-over-quarter.
- 35 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2026 and 19 closed out, a net change of +16 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2026 was Jones Financial Companies, an estimated $16.8M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2026 was Corient Private Wealth, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2026.