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WisdomTree US MidCap Dividend Fund
DON

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 66

16% more funds holding

Funds holding: 212 → 246 (+34)

7% more capital invested

Capital invested by funds: $1.35B → $1.44B (+$96.3M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

90.83% less ownership

Funds ownership: 135.75% → 44.93% (-91%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $35K

Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.58%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$13.4M
2
CRC
Curi RMB Capital
Illinois
+$9.01M
3
LPL Financial
LPL Financial
California
+$4.94M
4
Jane Street
Jane Street
New York
+$4.51M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.6M
2
LYV
Live Your Vision
Pennsylvania
-$8.47M
3
LW
Linscomb Wealth
Texas
-$6.14M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.03M
5
TSS
Two Sigma Securities
New York
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
226
Financial Architects (New Jersey)
New Jersey
$20K -$5.03K -147 -21%
FCB
227
First Command Bank
Texas
$19K +$18.9K +552 New
FCFS
228
First Command Financial Services
Texas
$19K +$18.9K +552 New
PMFA
229
Plante Moran Financial Advisors
Michigan
$15K +$958 +28 +7%
BC
230
Bartlett & Co
Ohio
$14K – – –
WB
231
Webster Bank
Connecticut
$12K +$11.6K +339 New
WEC
232
Winslow Evans & Crocker
Massachusetts
$10.6K – – –
WCM
233
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
234
Shine Investment Advisory Services
Colorado
$9K – – –
GRP
235
Global Retirement Partners
California
$9K +$68 +2 +0.8%
VCM
236
Virtue Capital Management
Tennessee
$9K +$8.93K +261 New
FGC
237
Financial Gravity Companies
Texas
$8K +$7.84K +229 New
BlackRock
238
BlackRock
New York
$5K +$2.98K +87 +153%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.23K +$4.11K +120 New
HT
240
Heritage Trust
Oklahoma
$4K -$1.95K -57 -33%
FRA
241
Front Row Advisors
California
$4K +$3.9K +114 New
AIS
242
Accurate Investment Solutions
Pennsylvania
$3K – – –
AA
243
Advisory Alpha
Michigan
$2K – – –
MSFP
244
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
APSP
245
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$1.57K +46 New
BHB
246
Bank Hapoalim BM
Israel
$444 +$15.2K +445 +4%
TSS
247
Two Sigma Securities
New York
– -$3.92M -117,657 Closed
ICOA
248
Investment Centers of America
North Dakota
– -$2.71M -81,531 Closed
SIA
249
Starfire Investment Advisers
Michigan
– -$2.52M -75,693 Closed
CA
250
Cetera Advisors
Colorado
– -$1.94M -58,224 Closed
7 8 9
10
11

DON Hedge Fund Activity: Q4 2017 in Review

246 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2017, worth a combined $1.44B — up 7.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DON positions and 15 closed out — a net gain of 37 holders — while 96 added to existing stakes and 66 trimmed.

The largest buyer was Ameriprise, adding an estimated $13.4M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 246 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2017, up from 212 in Q3 2017.
  • Funds reported $1.44B of WisdomTree US MidCap Dividend Fund stock for Q4 2017, up 7.2% quarter-over-quarter.
  • 52 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2017 and 15 closed out, a net change of +37 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $13.4M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2017 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2017.