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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
CAMV
76
Concord Asset Management (Virginia)
Virginia
$2.88M +$2.83M +64,917 New
TA
77
TFG Advisers
Michigan
$2.82M +$1.35K +31 +0%
BWM
78
BCS Wealth Management
Tennessee
$2.81M -$80.9K -1,853 -3%
APCM
79
Alaska Permanent Capital Management
Alaska
$2.78M – – –
EA
80
Eudaimonia Advisors
Tennessee
$2.78M +$2.73M +62,609 New
SWM
81
Silverlake Wealth Management
Vermont
$2.71M +$2.66M +61,045 New
CCWA
82
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M +$36.3K +831 +1%
EH
83
Equitable Holdings
New York
$2.63M -$53.9K -1,235 -2%
LRWA
84
Long Run Wealth Advisors
New York
$2.61M +$2.56M +58,747 New
PA
85
Pinnacle Associates
New York
$2.41M -$70.6K -1,619 -3%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.38M -$123K -2,828 -5%
NB
87
NBT Bank
New York
$2.32M -$23.5K -538 -1%
CFA
88
Cahill Financial Advisors
Minnesota
$2.31M +$9.16K +210 +0.4%
CPIG
89
Chicago Partners Investment Group
Illinois
$2.29M +$184K +4,224 +9%
MIAN
90
Mariner Independent Advisor Network
Kansas
$2.25M +$184K +4,219 +9%
HCP
91
Holt Capital Partners
Texas
$2.19M – – –
CWA
92
Centennial Wealth Advisory
Michigan
$2.17M +$72.5K +1,662 +4%
WDL
93
Well Done LLC
Michigan
$2.16M -$44.4K -1,017 -2%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M -$68.5K -1,570 -3%
Truist Financial
95
Truist Financial
North Carolina
$2.02M +$107K +2,460 +6%
CA
96
Cetera Advisors
Colorado
$1.99M +$436 +10 +0%
BCP
97
Berkeley Capital Partners
Georgia
$1.98M +$758K +17,364 +64%
GFP
98
Gryphon Financial Partners
Ohio
$1.88M +$1.3M +29,737 +234%
WP
99
WealthShield Partners
North Carolina
$1.88M +$1.85M +42,333 New
GW
100
GW & Wade
Massachusetts
$1.87M -$340K -7,783 -16%
2 3
4
5 6

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.