WisdomTree US MidCap Dividend Fund
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$14.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
| 3 |
Bank of New York Mellon
New York
|
+$9.86M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.87M |
| 5 |
Morgan Stanley
New York
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$9.82M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.7M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$3.04M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.21M |
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.