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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.4M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$9.01M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.94M |
| 4 |
Jane Street
New York
|
+$4.51M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.6M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$8.47M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$6.14M |
| 4 |
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 |
|
|---|---|---|---|---|---|
|
HFS
251
HL Financial Services
Louisville,
Kentucky
| – | -$1.4M | -41,922 | Closed |
|
|
GS
252
Girard Securities
San Diego,
California
| – | -$1.25M | -37,626 | Closed |
|
|
FA
253
FDx Advisors
Chicago,
Illinois
| – | -$905K | -27,165 | Closed |
|
254
Citadel Advisors
Miami,
Florida
| – | -$608K | -18,240 | Closed |
|
|
VCM
255
Vivaldi Capital Management
Chicago,
Illinois
| – | -$498K | -14,937 | Closed |
|
|
NPC
256
National Planning Corporation
El Segundo,
California
| – | -$364K | -10,914 | Closed |
|
257
SG Americas Securities
New York
| – | -$296K | -8,880 | Closed |
|
|
MCIA
258
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$24K | -711 | Closed |
|
|
WOC
259
West Oak Capital
Westlake Village,
California
| – | -$20K | -600 | Closed |
|
|
NSB
260
Norway Savings Bank
Portland,
Maine
| – | -$11K | -342 | Closed |
|
|
BF
261
BOK Financial
Tulsa,
Oklahoma
| – | -$4K | -111 | Closed |
|
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.