WisdomTree US MidCap Dividend Fund
455 hedge funds and large institutions have $2.14B invested in WisdomTree US MidCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 27 closing their positions.
119% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 27
6% more funds holding
Funds holding: 431 → 455 (+24)
1.38% more ownership
Funds ownership: 55.87% → 57.25% (+1.4%)
0% more capital invested
Capital invested by funds: $2.13B → $2.14B (+$8.79M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
18% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$11.4M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$9.03M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$7.27M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$6M |
| 5 |
Bank of New York Mellon
New York
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
Melone Private Wealth
Auburn Hills,
Michigan
|
-$9.87M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.94M |
| 3 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$5.44M |
| 4 |
Two Sigma Investments
New York
|
-$4.27M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$3.89M |
DON Hedge Fund Activity: Q4 2025 in Review
455 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2025, worth a combined $2.14B — up 0.41% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new DON positions and 27 closed out — a net gain of 32 holders — while 141 added to existing stakes and 172 trimmed.
The largest buyer was Eastern Bank, opening a new position worth an estimated $11.4M. The largest seller was Melone Private Wealth, cutting an estimated $9.87M.
- 455 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2025, up from 431 in Q3 2025.
- Funds reported $2.14B of WisdomTree US MidCap Dividend Fund stock for Q4 2025, up 0.41% quarter-over-quarter.
- 59 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2025 and 27 closed out, a net change of +32 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2025 was Eastern Bank, an estimated $11.4M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2025 was Melone Private Wealth, an estimated $9.87M sold.
Based on aggregated 13F filings for Q4 2025.