WisdomTree US MidCap Dividend Fund
431 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 171 increasing their positions, 154 reducing their positions, and 23 closing their positions.
26% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 23
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 154
2% more capital invested
Capital invested by funds: $2.09B → $2.13B (+$43.3M)
0% less funds holding
Funds holding: 433 → 431 (-2)
0.53% less ownership
Funds ownership: 56.39% → 55.87% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.6M |
| 2 |
Two Sigma Investments
New York
|
+$7.05M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.35M |
| 4 |
VC
Vestor Capital
Chicago,
Illinois
|
+$3.45M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$32.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.47M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.31M |
| 5 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$3.71M |
DON Hedge Fund Activity: Q3 2025 in Review
431 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2025, worth a combined $2.13B — up 2.1% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DON positions and 23 closed out — a net gain of 6 holders — while 171 added to existing stakes and 154 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $8.6M. The largest seller was HighTower Advisors, cutting an estimated $32.8M.
- 431 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2025, down from 433 in Q2 2025.
- Funds reported $2.13B of WisdomTree US MidCap Dividend Fund stock for Q3 2025, up 2.1% quarter-over-quarter.
- 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2025 and 23 closed out, a net change of +6 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $8.6M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2025 was HighTower Advisors, an estimated $32.8M sold.
Based on aggregated 13F filings for Q3 2025.