WisdomTree US MidCap Dividend Fund
355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 121 reducing their positions, and 17 closing their positions.
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
17% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 121
2% more funds holding
Funds holding: 347 → 355 (+8)
1% more capital invested
Capital invested by funds: $1.58B → $1.6B (+$20.1M)
0.19% more ownership
Funds ownership: 49.7% → 49.89% (+0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$8.14M |
| 2 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$8.03M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$6.64M |
| 4 |
Morgan Stanley
New York
|
+$6.03M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$14.2M |
| 2 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
-$9.21M |
| 3 |
Bank of New York Mellon
New York
|
-$7.36M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.51M |
| 5 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$2.86M |
DON Hedge Fund Activity: Q1 2022 in Review
355 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2022, worth a combined $1.6B — up 1.3% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DON positions and 17 closed out — a net gain of 15 holders — while 141 added to existing stakes and 121 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $8.14M. The largest seller was IHT Wealth Management, cutting an estimated $14.2M.
- 355 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2022, up from 347 in Q4 2021.
- Funds reported $1.6B of WisdomTree US MidCap Dividend Fund stock for Q1 2022, up 1.3% quarter-over-quarter.
- 32 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2022 and 17 closed out, a net change of +15 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2022 was First Heartland Consultants, an estimated $8.14M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2022 was IHT Wealth Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2022.