WisdomTree US MidCap Dividend Fund
DON
419 hedge funds and large institutions have $2.02B invested in WisdomTree US MidCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 27 closing their positions.
44% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 27
7% more capital invested
Capital invested by funds: $1.9B → $2.02B (+$128M)
1% more funds holding
Funds holding: 415 → 419 (+4)
1.07% less ownership
Funds ownership: 54.76% → 53.7% (-1.1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
16% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.8M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$9.71M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.75M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.56M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.7M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$15.8M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$7.97M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.04M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.83M |
DON Hedge Fund Activity: Q3 2024 in Review
419 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2024, worth a combined $2.02B — up 6.8% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DON positions and 27 closed out — a net gain of 12 holders — while 144 added to existing stakes and 171 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.8M. The largest seller was AE Wealth Management, cutting an estimated $22.7M.
- 419 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2024, up from 415 in Q2 2024.
- Funds reported $2.02B of WisdomTree US MidCap Dividend Fund stock for Q3 2024, up 6.8% quarter-over-quarter.
- 39 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2024 and 27 closed out, a net change of +12 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2024 was LPL Financial, an estimated $25.8M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2024 was AE Wealth Management, an estimated $22.7M sold.
Based on aggregated 13F filings for Q3 2024.