WisdomTree US MidCap Dividend Fund
426 hedge funds and large institutions have $1.93B invested in WisdomTree US MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 155 reducing their positions, and 25 closing their positions.
96% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 25
4% more funds holding
Funds holding: 410 → 426 (+16)
5% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 155
4% less capital invested
Capital invested by funds: $2B → $1.93B (-$71.4M)
4.97% less ownership
Funds ownership: 57.09% → 52.12% (-5%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$7.61M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.25M |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$123M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$76.6M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$16M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14M |
| 5 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
-$10.4M |
DON Hedge Fund Activity: Q1 2024 in Review
426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2024, worth a combined $1.93B — down 3.6% from $2B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DON positions and 25 closed out — a net gain of 24 holders — while 163 added to existing stakes and 155 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $20M. The largest seller was Morgan Stanley, cutting an estimated $123M.
- 426 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2024, up from 410 in Q4 2023.
- Funds reported $1.93B of WisdomTree US MidCap Dividend Fund stock for Q1 2024, down 3.6% quarter-over-quarter.
- 49 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +24 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2024.