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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
LRWA
76
Long Run Wealth Advisors
New York
$2.98M +$366K +8,375 +14%
EA
77
Eudaimonia Advisors
Tennessee
$2.96M +$172K +3,925 +6%
VC
78
Vestor Capital
Illinois
$2.9M -$2.19K -50 -0.1%
TA
79
TFG Advisers
Michigan
$2.83M -$2.62K -60 -0.1%
BWM
80
BCS Wealth Management
Tennessee
$2.81M -$3.06K -70 -0.1%
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.67M -$684K -15,650 -21%
APCM
83
Alaska Permanent Capital Management
Alaska
$2.66M -$115K -2,623 -4%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$2.65M +$269K +6,159 +12%
TCWA
85
Ten Capital Wealth Advisors
Washington
$2.61M -$9.21M -210,620 -78%
BPA
86
Beacon Pointe Advisors
California
$2.49M +$836K +19,108 +52%
NB
87
NBT Bank
New York
$2.47M +$142K +3,241 +6%
CFA
88
Cahill Financial Advisors
Minnesota
$2.45M +$129K +2,941 +6%
WB
89
West Bancorporation
Iowa
$2.37M +$810K +18,531 +53%
SWM
90
Silverlake Wealth Management
Vermont
$2.34M -$371K -8,478 -14%
MIAN
91
Mariner Independent Advisor Network
Kansas
$2.33M +$90.4K +2,068 +4%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$702K +16,042 +44%
PA
93
Pinnacle Associates
New York
$2.33M -$89.6K -2,050 -4%
CWA
94
Centennial Wealth Advisory
Michigan
$2.26M +$89.6K +2,049 +4%
HCP
95
Holt Capital Partners
Texas
$2.19M – – –
CPIG
96
Chicago Partners Investment Group
Illinois
$2.16M -$39.9K -913 -2%
PWMAG
97
Pinnacle Wealth Management Advisory Group
New Jersey
$2.05M -$89.6K -2,050 -4%
CA
98
Cetera Advisors
Colorado
$2.02M +$30.5K +697 +2%
FAP
99
Financial Advisory Partners
Florida
$2.01M +$219K +5,000 +12%
CF
100
Centaurus Financial
California
$2.01M +$370K +8,469 +23%
2 3
4
5 6

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.