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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
BFG
26
Beacon Financial Group
Texas
$12.5M -$165K -3,766 -1%
Stifel Financial
27
Stifel Financial
Missouri
$12.1M +$299K +6,846 +3%
MCM
28
MAI Capital Management
Ohio
$11.8M +$687K +15,702 +6%
JP Morgan Chase
29
JP Morgan Chase
New York
$11.5M +$70.3K +1,608 +0.6%
PWS
30
Private Wealth Strategies
Ohio
$11.4M -$502K -11,474 -4%
CWP
31
Concord Wealth Partners
Virginia
$11.2M -$455K -10,400 -4%
CAN
32
Cetera Advisor Networks
California
$11M -$727K -16,628 -6%
DWM
33
Destination Wealth Management
California
$10.6M +$28.1K +642 +0.3%
FHB
34
First Hawaiian Bank
Hawaii
$10.3M +$234K +5,361 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$9.62M -$638K -14,588 -6%
MPW
36
Melone Private Wealth
Michigan
$9.34M +$296K +6,770 +3%
CRC
37
Curi RMB Capital
Illinois
$9.1M +$642K +14,686 +8%
CI
38
CX Institutional
Indiana
$8.33M +$332K +7,589 +4%
FHC
39
First Heartland Consultants
Missouri
$8.27M +$8.14M +186,250 New
APP
40
Avantax Planning Partners
Iowa
$7.74M +$730K +16,683 +11%
CWM
41
Connecticut Wealth Management
Connecticut
$7.71M -$78.2K -1,789 -1%
PAG
42
Private Advisor Group
New Jersey
$7.11M +$3.87M +88,416 +123%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$7.01M -$284K -6,487 -4%
SEIA
44
Signature Estate & Investment Advisors
California
$6.71M +$248K +5,675 +4%
AR
45
Apeiron RIA
Texas
$6.31M +$197K +4,496 +3%
MWM
46
Marion Wealth Management
Pennsylvania
$6.28M +$5.42K +124 +0.1%
SL
47
Salomon & Ludwin
Virginia
$6.09M -$40.5K -926 -0.7%
CFGS
48
Concourse Financial Group Securities
Alabama
$5.79M +$237K +5,416 +4%
JWA
49
JFS Wealth Advisors
Pennsylvania
$5.67M -$393K -8,994 -7%
AF
50
Allworth Financial
California
$5.63M +$5.5M +125,704 +13,177%
1
2
3 4 5

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.