WisdomTree US MidCap Dividend Fund
443 hedge funds and large institutions have $2.34B invested in WisdomTree US MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 148 increasing their positions, 163 reducing their positions, and 20 closing their positions.
205% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 20
16% more capital invested
Capital invested by funds: $2.02B → $2.34B (+$320M)
6% more funds holding
Funds holding: 419 → 443 (+24)
1.09% more ownership
Funds ownership: 53.7% → 54.79% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
9% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$14.5M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$12M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$10.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.53M |
| 5 |
Bank of New York Mellon
New York
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.2M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$7.25M |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$3.03M |
| 4 |
Two Sigma Investments
New York
|
-$2.87M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$2.46M |
DON Hedge Fund Activity: Q4 2024 in Review
443 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2024, worth a combined $2.34B — up 16% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new DON positions and 20 closed out — a net gain of 41 holders — while 148 added to existing stakes and 163 trimmed.
The largest buyer was Lido Advisors, adding an estimated $14.5M. The largest seller was LPL Financial, cutting an estimated $17.2M.
- 443 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2024, up from 419 in Q3 2024.
- Funds reported $2.34B of WisdomTree US MidCap Dividend Fund stock for Q4 2024, up 16% quarter-over-quarter.
- 61 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2024 and 20 closed out, a net change of +41 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2024 was Lido Advisors, an estimated $14.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2024 was LPL Financial, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2024.