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WisdomTree US MidCap Dividend Fund
DON

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 94

33% more call options, than puts

Call options by funds: $269K | Put options by funds: $203K

3% more funds holding

Funds holding: 301 → 310 (+9)

1% more capital invested

Capital invested by funds: $1.87B → $1.89B (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

0.38% less ownership

Funds ownership: 47.59% → 47.21% (-0.38%)

Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.8%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.18M
2
CAN
Cetera Advisor Networks
California
+$3.52M
3
AG
Advisor Group
Arizona
+$3.21M
4
AWM
AE Wealth Management
Kansas
+$3.01M
5
SS
Simplicity Solutions
Minnesota
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
TFA
Transamerica Financial Advisors
Florida
-$7.69M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.58M
3
Morgan Stanley
Morgan Stanley
New York
-$4.96M
4
UBS Group
UBS Group
Switzerland
-$4.75M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$4.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
276
Ironwood Financial
Arizona
$34K – – –
Deutsche Bank
277
Deutsche Bank
Germany
$31K -$8.15K -228 -21%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$25K – – –
PCG
279
Private Capital Group
Connecticut
$25K +$25K +700 New
FCB
280
First Command Bank
Texas
$23K – – –
FCFS
281
First Command Financial Services
Texas
$23K – – –
BWM
282
BerganKDV Wealth Management
Minnesota
$22K – – –
PMFA
283
Plante Moran Financial Advisors
Michigan
$20K +$2.68K +75 +16%
FANJ
284
Financial Architects (New Jersey)
New Jersey
$18K -$2.43K -68 -12%
BCWM
285
Bartlett & Co Wealth Management
Ohio
$14.3K – – –
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$14K -$392K -10,974 -97%
BC
287
Bartlett & Co
Ohio
$14K – – –
LWA
288
Lowe Wealth Advisors
Maryland
$14K – – –
SFSIG
289
San Francisco Sentry Investment Group
California
$13K – – –
FPB
290
First PREMIER Bank
South Dakota
$11K – – –
WCM
291
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
292
Shine Investment Advisory Services
Colorado
$9K – – –
SB
293
Strategic Blueprint
Georgia
$9K +$8.94K +250 New
AIM
294
Advantage Investment Management
Iowa
$8K – – –
BL
295
Balentine LLC
Georgia
$8K +$7.43K +208 New
CFN
296
Cordasco Financial Network
Florida
$7K – – –
TFGT
297
TS Financial Group (TSFG)
Illinois
$6K – – –
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$13.4K -375 -71%
MIFH
299
Migdal Insurance & Financial Holdings
Israel
$5K – – –
FRA
300
Front Row Advisors
California
$5K +$751 +21 +20%
10 11
12
13 14

DON Hedge Fund Activity: Q3 2019 in Review

310 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2019, worth a combined $1.89B — up 1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DON positions and 17 closed out — a net gain of 11 holders — while 135 added to existing stakes and 94 trimmed.

The largest buyer was Bank of America, adding an estimated $5.18M. The largest seller was Transamerica Financial Advisors, exiting entirely with an estimated $7.69M sold.

  • 310 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2019, up from 301 in Q2 2019.
  • Funds reported $1.89B of WisdomTree US MidCap Dividend Fund stock for Q3 2019, up 1% quarter-over-quarter.
  • 28 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2019 and 17 closed out, a net change of +11 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2019 was Bank of America, an estimated $5.18M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q3 2019 was Transamerica Financial Advisors, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2019.