WisdomTree US MidCap Dividend Fund
340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 131
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
5% less capital invested
Capital invested by funds: $1.49B → $1.42B (-$72.9M)
1.4% less ownership
Funds ownership: 51.23% → 49.83% (-1.4%)
4% less funds holding
Funds holding: 355 → 340 (-15)
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.26M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$6.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.13M |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$4.54M |
| 5 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$16.2M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$4.67M |
| 3 |
LPL Financial
San Diego,
California
|
-$4M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.68M |
| 5 |
Morgan Stanley
New York
|
-$3.38M |
DON Hedge Fund Activity: Q3 2022 in Review
340 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2022, worth a combined $1.42B — down 4.9% from $1.49B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of DON and 20 opened new positions — a net loss of 8 holders — while 131 trimmed existing stakes and 134 added.
The largest buyer was UBS Group, adding an estimated $7.26M. The largest seller was AE Wealth Management, cutting an estimated $16.2M.
- 340 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2022, down from 355 in Q2 2022.
- Funds reported $1.42B of WisdomTree US MidCap Dividend Fund stock for Q3 2022, down 4.9% quarter-over-quarter.
- 20 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2022 and 28 closed out, a net change of -8 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2022 was UBS Group, an estimated $7.26M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2022 was AE Wealth Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q3 2022.