WisdomTree US MidCap Dividend Fund
DON
312 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 20 closing their positions.
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
6% more capital invested
Capital invested by funds: $1.41B → $1.49B (+$86M)
1% more funds holding
Funds holding: 309 → 312 (+3)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 103
0.64% less ownership
Funds ownership: 47.18% → 46.54% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$25.1M |
| 2 |
SW
Signify Wealth
Saint Louis,
Missouri
|
+$13.2M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$10.1M |
| 4 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$5.08M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$16.5M |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$7.11M |
| 3 |
Morgan Stanley
New York
|
-$6.54M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.89M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$4.78M |
DON Hedge Fund Activity: Q2 2021 in Review
312 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2021, worth a combined $1.49B — up 6.1% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DON positions and 20 closed out — a net gain of 9 holders — while 103 added to existing stakes and 103 trimmed.
The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $25.1M. The largest seller was Connecticut Wealth Management, cutting an estimated $16.5M.
- 312 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2021, up from 309 in Q1 2021.
- Funds reported $1.49B of WisdomTree US MidCap Dividend Fund stock for Q2 2021, up 6.1% quarter-over-quarter.
- 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2021 and 20 closed out, a net change of +9 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2021 was Coldstream Capital Management, an estimated $25.1M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2021 was Connecticut Wealth Management, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2021.