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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
YWS
101
Yarger Wealth Strategies
Ohio
$1.84M +$1.81M +41,478 New
AWM
102
Apollon Wealth Management
South Carolina
$1.81M +$1.78M +40,847 New
FAP
103
Financial Advisory Partners
Florida
$1.79M +$1.76M +40,282 New
PAG
104
Powers Advisory Group
Illinois
$1.78M +$1.75M +40,052 New
AWA
105
Arkadios Wealth Advisors
Georgia
$1.73M -$3.04M -69,662 -64%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$1.71M -$45.6K -1,045 -3%
LWA
107
Lenox Wealth Advisors
New York
$1.68M – – –
SCA
108
Snowden Capital Advisors
New York
$1.66M -$175K -4,009 -10%
BPA
109
Beacon Pointe Advisors
California
$1.64M +$7.72K +177 +0.5%
CANC
110
Culbertson A N & Co
Virginia
$1.64M – – –
CF
111
Centaurus Financial
California
$1.63M +$39.9K +914 +3%
SPIA
112
Steward Partners Investment Advisory
New York
$1.62M +$85.2K +1,952 +6%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$1.62M -$14.4K -331 -0.9%
IA
114
Insight Advisors
Pennsylvania
$1.62M +$581K +13,321 +57%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1.62M -$944K -21,634 -37%
IF
116
Intrua Financial
Texas
$1.61M +$12.1K +278 +0.8%
WB
117
West Bancorporation
Iowa
$1.54M +$1.52M +34,832 New
SFP
118
Sweet Financial Partners
Minnesota
$1.5M +$1.48M +33,913 New
JMPWA
119
JP Morgan Private Wealth Advisors
California
$1.48M +$320K +7,331 +28%
EWA
120
EP Wealth Advisors
California
$1.46M -$10.7K -246 -0.7%
Northern Trust
121
Northern Trust
Illinois
$1.46M -$45K -1,032 -3%
SIA
122
Soltis Investment Advisors
Utah
$1.45M -$2.79K -64 -0.2%
SEP
123
Southland Equity Partners
Missouri
$1.45M -$6.72K -154 -0.5%
JWCA
124
J.W. Cole Advisors
Florida
$1.44M +$1.42M +32,476 New
VR
125
Viridian RIA
Washington
$1.44M +$1.41M +32,400 New
3 4
5
6 7

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.