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WisdomTree US MidCap Dividend Fund
DON

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

6% more capital invested

Capital invested by funds: $1.39B → $1.46B (+$76.5M)

2.71% more ownership

Funds ownership: 44.03% → 46.74% (+2.7%)

2% more funds holding

Funds holding: 260 → 265 (+5)

Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
+$51.2M
2
CWM
Cornerstone Wealth Management
Missouri
+$43.5M
3
SWM
SVA Wealth Management
Wisconsin
+$25.5M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.51M
5
LPL Financial
LPL Financial
California
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.2M
2
Wells Fargo
Wells Fargo
California
-$9.75M
3
Bank of America
Bank of America
North Carolina
-$4.96M
4
Ameriprise
Ameriprise
Minnesota
-$4.74M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
251
Winslow Evans & Crocker
Massachusetts
$12K – – –
WCM
252
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
253
Shine Investment Advisory Services
Colorado
$9K – – –
CFC
254
Coyle Financial Counsel
Illinois
$9K +$8.49K +242 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3K – – –
BlackRock
256
BlackRock
New York
$3K – – –
AIS
257
Accurate Investment Solutions
Pennsylvania
$3K +$35 +1 +1%
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
APSP
259
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$1.65K +47 New
RWA
260
River Wealth Advisors
Pennsylvania
$2K +$2.1K +60 New
NA
261
NewEdge Advisors
Louisiana
$1.62K +$767K +21,873 +93%
AWM
262
Avior Wealth Management
Nebraska
$1K – – –
CAL
263
Capital Analysts LLC
Pennsylvania
$1K – – –
ML
264
McAdam LLC
Pennsylvania
$1K +$561 +16 New
FRA
265
Front Row Advisors
California
$4 – – –
VC
266
Vestor Capital
Illinois
– -$2.07M -60,795 Closed
CAN
267
Cetera Advisor Networks
California
– -$1.48M -43,490 Closed
MIAN
268
Mariner Independent Advisor Network
Kansas
– -$1.13M -33,243 Closed
SCA
269
Stokes Capital Advisors
South Carolina
– -$514K -15,051 Closed
LI
270
LVZ Inc
Michigan
– -$402K -11,794 Closed
EFS
271
Essex Financial Services
Connecticut
– -$348K -10,200 Closed
BCAM
272
Boston Common Asset Management
Massachusetts
– -$307K -9,000 Closed
KFA
273
Kelleher Financial Advisors
New York
– -$288K -8,453 Closed
BBA
274
Braun-Bostich & Associates
Pennsylvania
– -$49K -1,449 Closed
BA
275
Ballew Advisors
Mississippi
– -$37K -1,080 Closed
8 9 10
11
12

DON Hedge Fund Activity: Q2 2018 in Review

265 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2018, worth a combined $1.46B — up 5.5% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DON positions and 14 closed out — a net gain of 8 holders — while 100 added to existing stakes and 85 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $51.2M. The largest seller was Morgan Stanley, cutting an estimated $11.2M.

  • 265 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2018, up from 260 in Q1 2018.
  • Funds reported $1.46B of WisdomTree US MidCap Dividend Fund stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 22 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2018 and 14 closed out, a net change of +8 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2018 was Financial Counselors Inc, an estimated $51.2M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q2 2018 was Morgan Stanley, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2018.