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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

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

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
Morgan Stanley
1
Morgan Stanley
New York
$152M +$5.3M +121,489 +4%
Bank of America
2
Bank of America
North Carolina
$131M +$11M +251,248 +9%
LW
3
Linscomb Wealth
Texas
$107M -$163K -3,737 -0.2%
UBS Group
4
UBS Group
Switzerland
$66.1M +$1.2M +27,409 +2%
Ameriprise
5
Ameriprise
Minnesota
$59.4M +$2.29M +52,478 +4%
Creative Planning
6
Creative Planning
Kansas
$57.5M +$1.29M +29,557 +2%
LPL Financial
7
LPL Financial
California
$54.4M +$1.24M +28,469 +2%
FPIS
8
Financial Planning & Information Services
Wisconsin
$42.9M +$1.64M +37,539 +4%
Wells Fargo
9
Wells Fargo
California
$35.6M -$7.13M -163,379 -17%
Osaic Holdings
10
Osaic Holdings
Arizona
$34.6M -$1.26M -28,941 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$28.8M -$619K -14,182 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28.4M -$1.99M -45,657 -7%
AWM
13
AE Wealth Management
Kansas
$27.8M +$2.92M +66,979 +12%
CCM
14
Coldstream Capital Management
Washington
$27.2M +$579K +13,274 +2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$24.2M -$278K -6,360 -1%
UCFA
16
United Capital Financial Advisors
Texas
$22M +$663K +15,195 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21.6M +$640K +14,670 +3%
KAS
18
Kestra Advisory Services
Texas
$18.8M -$2.21M -50,679 -11%
JFA
19
JNBA Financial Advisors
Minnesota
$18.6M +$1.2M +27,443 +7%
IWP
20
IAG Wealth Partners
Wisconsin
$16M +$752K +17,227 +5%
KeyBank National Association
21
KeyBank National Association
Ohio
$15.7M +$955K +21,895 +7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$15.7M -$4.7M -107,638 -23%
RJA
23
Raymond James & Associates
Florida
$15.7M +$922K +21,128 +6%
HNB
24
Huntington National Bank
Ohio
$15.6M -$1.29M -29,500 Closed
IWM
25
IHT Wealth Management
Illinois
$14.7M +$14.1M +324,069 +4,109%
1
2 3 4 5

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.