WisdomTree US MidCap Dividend Fund
435 hedge funds and large institutions have $2.06B invested in WisdomTree US MidCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 30 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
25% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 150
1.65% more ownership
Funds ownership: 54.79% → 56.44% (+1.7%)
0% less capital invested
Capital invested by funds: $2.07B → $2.06B (-$3.72M)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
2% less funds holding
Funds holding: 444 → 435 (-9)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$41.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$10.2M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$7.4M |
| 5 |
Two Sigma Investments
New York
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$9.63M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.26M |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$4.71M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.85M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.14M |
DON Hedge Fund Activity: Q1 2025 in Review
435 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2025, worth a combined $2.06B — down 0.18% from $2.07B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of DON and 29 opened new positions — a net loss of 1 holder — while 150 trimmed existing stakes and 188 added.
The largest buyer was HighTower Advisors, adding an estimated $41.9M. The largest seller was Modern Wealth Management, cutting an estimated $9.63M.
- 435 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2025, down from 444 in Q4 2024.
- Funds reported $2.06B of WisdomTree US MidCap Dividend Fund stock for Q1 2025, down 0.18% quarter-over-quarter.
- 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2025 and 30 closed out, a net change of -1 holder.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2025 was HighTower Advisors, an estimated $41.9M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2025 was Modern Wealth Management, an estimated $9.63M sold.
Based on aggregated 13F filings for Q1 2025.