WisdomTree US MidCap Dividend Fund
378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 16 closing their positions.
19,550% more call options, than puts
Call options by funds: $786K | Put options by funds: $4K
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
2% more funds holding
Funds holding: 372 → 378 (+6)
2% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 142
0.25% more ownership
Funds ownership: 52.61% → 52.86% (+0.25%)
3% less capital invested
Capital invested by funds: $1.73B → $1.68B (-$45.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.06M |
| 3 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
+$3.99M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$3.54M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$9.35M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$4.68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.5M |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.51M |
DON Hedge Fund Activity: Q3 2023 in Review
378 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2023, worth a combined $1.68B — down 2.6% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DON positions and 16 closed out — a net gain of 13 holders — while 145 added to existing stakes and 142 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $10.3M. The largest seller was Baird Financial Group, cutting an estimated $9.35M.
- 378 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2023, up from 372 in Q2 2023.
- Funds reported $1.68B of WisdomTree US MidCap Dividend Fund stock for Q3 2023, down 2.6% quarter-over-quarter.
- 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2023 and 16 closed out, a net change of +13 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $10.3M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2023 was Baird Financial Group, an estimated $9.35M sold.
Based on aggregated 13F filings for Q3 2023.