WisdomTree US MidCap Dividend Fund
308 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 129 reducing their positions, and 27 closing their positions.
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
0% more funds holding
Funds holding: 308 → 308 (0)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.74% less ownership
Funds ownership: 47.92% → 47.18% (-0.74%)
33% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 129
62% less capital inflows, than outflows
Capital inflows: $66.7M | Capital outflows: $178M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connecticut Wealth Management
Farmington,
Connecticut
|
+$13.5M |
| 2 |
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$8.55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.86M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Concord Wealth Partners
Abingdon,
Virginia
|
-$30.9M |
| 2 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$13.5M |
| 3 |
Signify Wealth
Saint Louis,
Missouri
|
-$12.9M |
| 4 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$12.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.1M |
DON Hedge Fund Activity: Q1 2021 in Review
308 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2021, worth a combined $1.41B — up 7.5% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DON positions and 27 closed out — a net gain of 4 holders — while 86 added to existing stakes and 129 trimmed.
The largest buyer was Connecticut Wealth Management, adding an estimated $13.5M. The largest seller was Concord Wealth Partners, cutting an estimated $30.9M.
- 308 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $1.41B of WisdomTree US MidCap Dividend Fund stock for Q1 2021, up 7.5% quarter-over-quarter.
- 31 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2021 and 27 closed out, a net change of +4 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2021 was Connecticut Wealth Management, an estimated $13.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2021 was Concord Wealth Partners, an estimated $30.9M sold.
Based on aggregated 13F filings for Q1 2021.