WisdomTree US MidCap Dividend Fund
410 hedge funds and large institutions have $1.88B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 151 reducing their positions, and 24 closing their positions.
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
12% more capital invested
Capital invested by funds: $1.68B → $1.88B (+$197M)
8% more funds holding
Funds holding: 378 → 410 (+32)
0.78% more ownership
Funds ownership: 52.86% → 53.64% (+0.78%)
6% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$7.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.55M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$4.02M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$2.72M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$31.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$17.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.15M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$3.12M |
DON Hedge Fund Activity: Q4 2023 in Review
410 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2023, worth a combined $1.88B — up 12% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DON positions and 24 closed out — a net gain of 33 holders — while 142 added to existing stakes and 151 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $7.61M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.
- 410 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2023, up from 378 in Q3 2023.
- Funds reported $1.88B of WisdomTree US MidCap Dividend Fund stock for Q4 2023, up 12% quarter-over-quarter.
- 57 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2023 and 24 closed out, a net change of +33 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2023 was Bank of New York Mellon, an estimated $7.61M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2023 was Morgan Stanley, an estimated $31.4M sold.
Based on aggregated 13F filings for Q4 2023.