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WisdomTree US MidCap Dividend Fund
DON

356 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 112

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1.34% more ownership

Funds ownership: 49.89% → 51.23% (+1.3%)

0% more funds holding

Funds holding: 356 → 356 (0)

7% less capital invested

Capital invested by funds: $1.6B → $1.49B (-$110M)

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

Holders
356
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
144
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$16.2M
2
Bank of America
Bank of America
North Carolina
+$11.3M
3
SIA
Soltis Investment Advisors
Utah
+$11.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.53M
5
CCFM
Clear Creek Financial Management
Washington
+$5.05M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$8.27M
2
LW
Linscomb Wealth
Texas
-$7.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
5
CCM
Coldstream Capital Management
Washington
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$3.03M +$90.1K +2,136 +3%
MG
77
Mather Group
Illinois
$2.84M +$2.09M +49,502 +212%
EE
78
EWG Elevate
California
$2.76M +$2.98M +70,773 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.72M +$408K +9,671 +16%
Mariner
80
Mariner
Kansas
$2.7M -$59.5K -1,411 -2%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$2.66M +$665K +15,777 +30%
BWM
82
Baystate Wealth Management
Massachusetts
$2.61M -$33.8K -801 -1%
LRWA
83
Long Run Wealth Advisors
New York
$2.61M -$9.28K -220 -0.3%
VC
84
Vestor Capital
Illinois
$2.51M -$43.2K -1,024 -2%
TA
85
TFG Advisers
Michigan
$2.5M +$25.5K +605 +1%
BWM
86
BCS Wealth Management
Tennessee
$2.46M – – –
Bank of New York Mellon
87
Bank of New York Mellon
New York
$2.44M -$698K -16,558 -21%
TCWA
88
Ten Capital Wealth Advisors
Washington
$2.37M +$80K +1,897 +3%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M -$11.3K -268 -0.4%
CFA
90
Cahill Financial Advisors
Minnesota
$2.26M +$120K +2,848 +5%
APCM
91
Alaska Permanent Capital Management
Alaska
$2.22M -$130K -3,083 -5%
SWM
92
Silverlake Wealth Management
Vermont
$2.18M +$137K +3,257 +6%
NB
93
NBT Bank
New York
$2.16M -$8.31K -197 -0.4%
WB
94
West Bancorporation
Iowa
$2.13M +$58.8K +1,394 +3%
EA
95
Eudaimonia Advisors
Tennessee
$2.12M -$517K -12,261 -18%
MIAN
96
Mariner Independent Advisor Network
Kansas
$2.1M +$22.3K +528 +1%
CPIG
97
Chicago Partners Investment Group
Illinois
$2.09M -$107K -2,546 -5%
BCP
98
Berkeley Capital Partners
Georgia
$1.93M +$348K +8,251 +20%
HCP
99
Holt Capital Partners
Texas
$1.92M – – –
SPIA
100
Steward Partners Investment Advisory
New York
$1.89M +$527K +12,493 +35%
2 3
4
5 6

DON Hedge Fund Activity: Q2 2022 in Review

356 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2022, worth a combined $1.49B — down 6.9% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DON positions and 27 closed out — a net gain of 4 holders — while 144 added to existing stakes and 112 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $16.2M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $8.27M sold.

  • 356 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $1.49B of WisdomTree US MidCap Dividend Fund stock for Q2 2022, down 6.9% quarter-over-quarter.
  • 31 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2022 and 27 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2022 was AE Wealth Management, an estimated $16.2M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q2 2022 was First Heartland Consultants, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2022.