WisdomTree US MidCap Dividend Fund
DON
372 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 134 increasing their positions, 143 reducing their positions, and 27 closing their positions.
32,000% more call options, than puts
Call options by funds: $963K | Put options by funds: $3K
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
1% more funds holding
Funds holding: 367 → 372 (+5)
3% more capital invested
Capital invested by funds: $1.67B → $1.73B (+$58.1M)
0.22% more ownership
Funds ownership: 52.39% → 52.61% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
6% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$4.63M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.94M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$3.71M |
| 4 |
Rockefeller Capital Management
New York
|
+$3.15M |
| 5 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$4.75M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.01M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.97M |
DON Hedge Fund Activity: Q2 2023 in Review
372 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2023, worth a combined $1.73B — up 3.5% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DON positions and 27 closed out — a net gain of 7 holders — while 134 added to existing stakes and 143 trimmed.
The largest buyer was Creative Planning, adding an estimated $4.63M. The largest seller was Linscomb Wealth, cutting an estimated $4.75M.
- 372 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2023, up from 367 in Q1 2023.
- Funds reported $1.73B of WisdomTree US MidCap Dividend Fund stock for Q2 2023, up 3.5% quarter-over-quarter.
- 34 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2023 and 27 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2023 was Creative Planning, an estimated $4.63M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2023 was Linscomb Wealth, an estimated $4.75M sold.
Based on aggregated 13F filings for Q2 2023.