We are live on ! Find out more
DON icon

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
VC
151
Vicus Capital
Pennsylvania
$1.06M -$56.2K -1,285 -5%
MG
152
Mather Group
Illinois
$1.04M +$1.02M +23,320 New
BA
153
Bridge Advisory
California
$1.03M +$612K +13,987 +151%
WP
154
WealthShield Partners
North Carolina
$1.02M -$848K -19,386 -46%
OWA
155
Octavia Wealth Advisors
Ohio
$1.02M -$109K -2,500 -10%
SFG
156
StrategIQ Financial Group
Indiana
$967K -$4.37K -100 -0.5%
JWBC
157
John W. Brooker & Co
California
$966K -$38.6K -883 -4%
RJT
158
Raymond James Trust
Florida
$901K +$36.3K +831 +4%
FFN
159
Focus Financial Network
Minnesota
$896K +$882K +20,174 New
FLPIM
160
F.L. Putnam Investment Management
Massachusetts
$861K -$11.9K -273 -1%
WWM
161
Western Wealth Management
Colorado
$858K +$410K +9,365 +94%
PT
162
Plimoth Trust
Massachusetts
$827K +$7.65K +175 +0.9%
CCA
163
Clearwater Capital Advisors
Illinois
$794K -$62.5K -1,429 -7%
JWCA
164
J.W. Cole Advisors
Florida
$791K -$641K -14,664 -45%
HT
165
Heritage Trust
Oklahoma
$789K – – –
RFA
166
Resurgent Financial Advisors
Georgia
$774K +$78.9K +1,804 +12%
NC
167
NewSquare Capital
Pennsylvania
$773K +$216K +4,930 +40%
PTP
168
Platform Technology Partners
New York
$766K – – –
FAIM
169
Financial Advocates Investment Management
Washington
$756K -$75.6K -1,729 -9%
SC
170
SouthState Corp
Florida
$748K +$29.5K +675 +4%
AAS
171
Avantax Advisory Services
Texas
$735K +$107K +2,453 +17%
DWT
172
Dorsey & Whitney Trust
South Dakota
$726K – – –
MSA
173
Marino Stram & Associates
Massachusetts
$721K +$306 +7 +0%
SPC
174
Sigma Planning Corp
Michigan
$686K +$63.5K +1,453 +10%
OIA
175
OneDigital Investment Advisors
Kansas
$679K +$164K +3,747 +32%
5 6
7
8 9

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.