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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SPC
176
Sigma Planning Corp
Michigan
$621K +$7.11K +163 +1%
KFI
177
Key Financial Inc
Pennsylvania
$612K – – –
E
178
ETFidea
New York
$612K +$602K +13,789 New
SBL
179
Sargent Bickham Lagudis
Colorado
$600K – – –
Neuberger Berman Group
180
Neuberger Berman Group
New York
$597K – – –
RA
181
RFG Advisory
Alabama
$592K +$3.84K +88 +0.7%
IA
182
IFP Advisors
Florida
$589K -$42.2K -967 -7%
WA
183
Wambolt & Associates
Colorado
$569K +$262 +6 +0%
NA
184
NewEdge Advisors
Louisiana
$569K +$336K +7,692 +150%
AssetMark Inc
185
AssetMark Inc
California
$560K +$551K +12,628 +1,262,800%
NC
186
NewSquare Capital
Pennsylvania
$553K +$169K +3,875 +45%
HIA
187
Harbor Investment Advisory
Maryland
$550K +$115K +2,634 +27%
SFG
188
Sowa Financial Group
Rhode Island
$548K -$6.11K -140 -1%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$544K – – –
AT
190
Arden Trust
Delaware
$536K – – –
FTUS
191
Flow Traders U.S.
New York
$536K +$527K +12,087 New
FHA
192
Flagship Harbor Advisors
Massachusetts
$531K +$269K +6,168 +106%
HFA
193
HC Financial Advisors
California
$529K +$1.31K +30 +0.3%
OIA
194
OneDigital Investment Advisors
Kansas
$512K +$2.66K +61 +0.5%
Invesco
195
Invesco
Georgia
$510K -$87.6K -2,008 -15%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$508K +$2.36K +54 +0.5%
RAM
197
Redmond Asset Management
Virginia
$501K – – –
IAN
198
Integrated Advisors Network
Texas
$501K +$262 +6 +0.1%
BI
199
Berkeley Inc
Idaho
$490K -$2.14K -49 -0.4%
ADL
200
Asset Dedication LLC
California
$489K +$40.8K +935 +9%
6 7
8
9 10

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.