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WisdomTree US MidCap Dividend Fund
DON

348 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

34% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 94

14% more capital invested

Capital invested by funds: $1.39B → $1.58B (+$196M)

10% more funds holding

Funds holding: 316 → 348 (+32)

2.4% more ownership

Funds ownership: 47.3% → 49.7% (+2.4%)

Holders
348
Holders Change
+32
Holders Change %
+10.13%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
94
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
IHT Wealth Management
Illinois
+$14.1M
2
Bank of America
Bank of America
North Carolina
+$11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.86M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.87M
5
Morgan Stanley
Morgan Stanley
New York
+$5.3M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$9.82M
2
Wells Fargo
Wells Fargo
California
-$7.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.7M
4
AWA
Arkadios Wealth Advisors
Georgia
-$3.04M
5
KAS
Kestra Advisory Services
Texas
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
51
Johanson Financial Advisors
California
$5.66M +$51.1K +1,170 +0.9%
CFGS
52
Concourse Financial Group Securities
Alabama
$5.55M +$179K +4,101 +3%
PFM
53
Parsec Financial Management
North Carolina
$5.47M -$89.5K -2,052 -2%
EWMCB
54
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.43M +$12K +274 +0.2%
WPIC
55
White Pine Investment Company
Michigan
$5.15M +$151K +3,460 +3%
IWA
56
Inspirion Wealth Advisors
Illinois
$5.06M +$297K +6,807 +6%
FI
57
Financial Insights
Washington
$4.9M -$1.25M -28,561 -21%
SSB
58
Sandy Spring Bank
Maryland
$4.46M +$4.38M +100,455 New
FWP
59
FAS Wealth Partners
Kansas
$4.25M +$1.91M +43,801 +84%
SF
60
Synovus Financial
Georgia
$4.22M +$110K +2,516 +3%
TIA
61
Traphagen Investment Advisors
New Jersey
$4.15M -$1.05M -24,114 -20%
CWM
62
Cornerstone Wealth Management
Missouri
$4.08M +$80.9K +1,855 +2%
MWM
63
Modera Wealth Management
New Jersey
$4.04M +$3.97M +90,957 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$4.02M +$65.3K +1,496 +2%
BFS
65
Bickling Financial Services
Massachusetts
$3.97M +$68K +1,559 +2%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$3.92M +$351K +8,044 +10%
HW
67
Hancock Whitney
Mississippi
$3.85M -$65.8K -1,509 -2%
FCI
68
Financial Counselors Inc
Kansas
$3.78M -$611K -13,996 -14%
MML Investors Services
69
MML Investors Services
Massachusetts
$3.76M -$20.9K -480 -0.6%
DADC
70
D.A. Davidson & Co
Montana
$3.65M -$117K -2,672 -3%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$3.36M +$10.2K +234 +0.3%
PAG
72
Private Advisor Group
New Jersey
$3.18M -$1.18M -27,070 -27%
Mariner
73
Mariner
Kansas
$3.11M +$1.4M +32,191 +85%
BWM
74
Baystate Wealth Management
Massachusetts
$3.05M -$11.1K -255 -0.4%
VC
75
Vestor Capital
Illinois
$2.9M -$2.49K -57 -0.1%
1 2
3
4 5

DON Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2021, worth a combined $1.58B — up 14% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DON positions and 26 closed out — a net gain of 39 holders — while 126 added to existing stakes and 94 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $14.1M. The largest seller was Cetera Advisor Networks, cutting an estimated $9.82M.

  • 348 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2021, up from 316 in Q3 2021.
  • Funds reported $1.58B of WisdomTree US MidCap Dividend Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 65 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2021 and 26 closed out, a net change of +39 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $14.1M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2021 was Cetera Advisor Networks, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2021.