WisdomTree US MidCap Dividend Fund
415 hedge funds and large institutions have $1.9B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 145 increasing their positions, 174 reducing their positions, and 31 closing their positions.
2.22% more ownership
Funds ownership: 52.1% → 54.32% (+2.2%)
2% less capital invested
Capital invested by funds: $1.93B → $1.9B (-$33.2M)
3% less funds holding
Funds holding: 426 → 415 (-11)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
17% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 174
19% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$78.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.01M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.22M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.54M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$10.6M |
| 2 |
Morgan Stanley
New York
|
-$7.05M |
| 3 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$2.78M |
| 4 |
WB
West Bancorporation
West Des Moines,
Iowa
|
-$2.46M |
| 5 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$2.31M |
DON Hedge Fund Activity: Q2 2024 in Review
415 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2024, worth a combined $1.9B — down 1.7% from $1.93B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of DON and 25 opened new positions — a net loss of 6 holders — while 174 trimmed existing stakes and 145 added.
The largest buyer was UBS Group, opening a new position worth an estimated $78.5M. The largest seller was Rockefeller Capital Management, cutting an estimated $10.6M.
- 415 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2024, down from 426 in Q1 2024.
- Funds reported $1.9B of WisdomTree US MidCap Dividend Fund stock for Q2 2024, down 1.7% quarter-over-quarter.
- 25 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2024 and 31 closed out, a net change of -6 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2024 was UBS Group, an estimated $78.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2024 was Rockefeller Capital Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q2 2024.