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WisdomTree US MidCap Dividend Fund
DON

316 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

22% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 97

1% more funds holding

Funds holding: 312 → 316 (+4)

0.76% more ownership

Funds ownership: 46.54% → 47.3% (+0.76%)

7% less capital invested

Capital invested by funds: $1.49B → $1.39B (-$108M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
118
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

Rank Fund Capital Flow
1
FPIS
Financial Planning & Information Services
Wisconsin
+$5.16M
2
Creative Planning
Creative Planning
Kansas
+$4.51M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.44M
4
AWM
AE Wealth Management
Kansas
+$3.37M
5
BWM
BCS Wealth Management
Tennessee
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$20.1M
2
SW
Signify Wealth
Missouri
-$13.1M
3
CCFM
Clear Creek Financial Management
Washington
-$10.1M
4
CWP
Concord Wealth Partners
Virginia
-$6.03M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
76
NBT Bank
New York
$2.19M +$3.11K +74 +0.1%
CPIG
77
Chicago Partners Investment Group
Illinois
$2.19M +$114K +2,718 +6%
FWP
78
FAS Wealth Partners
Kansas
$2.15M +$10.5K +250 +0.5%
CFA
79
Cahill Financial Advisors
Minnesota
$2.15M +$1.07M +25,443 +96%
GW
80
GW & Wade
Massachusetts
$2.07M +$62.4K +1,486 +3%
PWMAG
81
Pinnacle Wealth Management Advisory Group
New Jersey
$2.06M +$102K +2,420 +5%
WDL
82
Well Done LLC
Michigan
$2.06M -$137K -3,268 -6%
HCP
83
Holt Capital Partners
Texas
$2.04M – – –
CWA
84
Centennial Wealth Advisory
Michigan
$1.96M +$130K +3,101 +7%
MIAN
85
Mariner Independent Advisor Network
Kansas
$1.92M +$29.2K +695 +2%
PWAC
86
Private Wealth Advisors (California)
California
$1.88M -$8.61K -205 -0.5%
CA
87
Cetera Advisors
Colorado
$1.86M -$296K -7,056 -14%
HIS
88
Harvest Investment Services
Illinois
$1.84M +$18.2K +434 +1%
Truist Financial
89
Truist Financial
North Carolina
$1.79M -$15.4K -367 -0.8%
SCA
90
Snowden Capital Advisors
New York
$1.72M +$18.6K +442 +1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$1.64M +$40.5K +964 +2%
Mariner
92
Mariner
Kansas
$1.57M +$81.4K +1,939 +5%
LWA
93
Lenox Wealth Advisors
New York
$1.57M – – –
WANY
94
Wealthspire Advisors (New York)
New York
$1.57M +$1.59M +37,850 New
IF
95
Intrua Financial
Texas
$1.54M -$41.5K -989 -3%
LB
96
Leo Brokerage
Texas
$1.54M -$172K -4,090 -10%
CANC
97
Culbertson A N & Co
Virginia
$1.53M – – –
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$1.53M -$252 -6 -0%
BPA
99
Beacon Pointe Advisors
California
$1.53M +$730K +17,386 +89%
CF
100
Centaurus Financial
California
$1.49M +$84.5K +2,013 +6%
2 3
4
5 6

DON Hedge Fund Activity: Q3 2021 in Review

316 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2021, worth a combined $1.39B — down 7.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DON positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 97 trimmed.

The largest buyer was Financial Planning & Information Services, adding an estimated $5.16M. The largest seller was Traphagen Investment Advisors, cutting an estimated $20.1M.

  • 316 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2021, up from 312 in Q2 2021.
  • Funds reported $1.39B of WisdomTree US MidCap Dividend Fund stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2021 and 21 closed out, a net change of +8 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2021 was Financial Planning & Information Services, an estimated $5.16M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q3 2021 was Traphagen Investment Advisors, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2021.