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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
39
Increased
144
Reduced
171
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$25.8M
2
MWM
Modern Wealth Management
Kansas
+$9.71M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$5.75M
4
Ameriprise
Ameriprise
Minnesota
+$3.56M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$22.7M
2
SFC
Strategic Financial Concepts
Texas
-$15.8M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$7.97M
4
Bank of America
Bank of America
North Carolina
-$7.04M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
151
Goldman Sachs
New York
$1.38M +$396K +8,110 +43%
WB
152
WesBanco Bank
West Virginia
$1.38M +$98.3K +2,012 +8%
PWP
153
Principle Wealth Partners
Connecticut
$1.33M – – –
ICM
154
IMS Capital Management
Oregon
$1.32M -$48.9K -1,000 -4%
Comerica Bank
155
Comerica Bank
Texas
$1.32M -$8.46K -173 -0.7%
PA
156
Pinnacle Associates
New York
$1.31M +$154K +3,154 +12%
HI
157
Harbour Investments
Wisconsin
$1.3M +$20.3K +415 +2%
SC
158
SouthState Corp
Florida
$1.3M +$88.7K +1,815 +8%
Financial Engines Advisors
159
Financial Engines Advisors
California
$1.29M -$254K -5,200 -17%
FMN
160
Financial Management Network
California
$1.29M -$199K -4,078 -14%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.24M +$58.3K +1,193 +5%
MMA
162
Miracle Mile Advisors
California
$1.23M -$45.2K -925 -4%
CWM
163
Connecticut Wealth Management
Connecticut
$1.19M -$125K -2,555 -10%
OWM
164
Opes Wealth Management
California
$1.17M +$8.55K +175 +0.8%
AF
165
Apexium Financial
Texas
$1.16M -$29.1K -596 -3%
GDP
166
Great Diamond Partners
Maine
$1.16M -$20.6K -422 -2%
PSF
167
Pacific Sun Financial
California
$1.16M – – –
AAS
168
Avantax Advisory Services
Texas
$1.15M +$149K +3,053 +16%
MF
169
Meridian Financial
Massachusetts
$1.15M -$33.6K -688 -3%
KWM
170
Kaydan Wealth Management
Michigan
$1.13M +$19.2K +393 +2%
IWM
171
IHT Wealth Management
Illinois
$1.12M +$18.4K +377 +2%
MA
172
Montag & Associates
Georgia
$1.12M +$733 +15 +0.1%
O3W
173
Omni 360 Wealth
New Jersey
$1.12M -$4.84K -99 -0.5%
BA
174
Bristlecone Advisors
Washington
$1.11M -$2.64K -54 -0.2%
SB
175
Simmons Bank
Arkansas
$1.11M – – –
5 6
7
8 9

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.