We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund
DON

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

8% more funds holding

Funds holding: 270 → 292 (+22)

6% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 94

1.13% less ownership

Funds ownership: 45.05% → 43.93% (-1.1%)

14% less capital invested

Capital invested by funds: $1.57B → $1.36B (-$214M)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$22M
2
Bank of America
Bank of America
North Carolina
+$14M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$9.66M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.49M
5
Morgan Stanley
Morgan Stanley
New York
+$9.14M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$51.1M
2
CWM
Cornerstone Wealth Management
Missouri
-$43.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$24.3M
4
NFG
Noven Financial Group
Colorado
-$20.2M
5
Wells Fargo
Wells Fargo
California
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
301
Twin Focus Capital Partners
Massachusetts
– -$276K -7,496 Closed
AP
302
Advisor Partners
California
– -$272K -7,388 Closed
AWM
303
AE Wealth Management
Kansas
– -$253K -6,862 Closed
KIA
304
KCM Investment Advisors
California
– -$231K -6,256 Closed
BOS
305
Bingham Osborn & Scarborough
California
– -$225K -6,093 Closed
VDI
306
Vaughan David Investments
Illinois
– -$218K -5,900 Closed
GTAM
307
Global Trust Asset Management
Florida
– -$185K -5,005 Closed
IP
308
Intellectus Partners
California
– -$109K -2,946 Closed
MWPCG
309
Measured Wealth Private Client Group
New Hampshire
– -$83K -2,244 Closed
KJWM
310
Kiley Juergens Wealth Management
Washington
– -$22K -600 Closed
SFM
311
Signet Financial Management
New Jersey
– -$13K -351 Closed
GP
312
Girard Partners
Pennsylvania
– -$12K -350 Closed
WB
313
Webster Bank
Connecticut
– -$13K -339 Closed
ML
314
McAdam LLC
Pennsylvania
– -$1K -16 Closed
DWA
315
Dougherty Wealth Advisers
Minnesota
– +$34 +1 New
9 10 11 12
13

DON Hedge Fund Activity: Q4 2018 in Review

292 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2018, worth a combined $1.36B — down 14% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DON positions and 25 closed out — a net gain of 25 holders — while 100 added to existing stakes and 94 trimmed.

The largest buyer was UBS Group, adding an estimated $22M. The largest seller was Ameriprise, cutting an estimated $51.1M.

  • 292 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2018, up from 270 in Q3 2018.
  • Funds reported $1.36B of WisdomTree US MidCap Dividend Fund stock for Q4 2018, down 14% quarter-over-quarter.
  • 50 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2018 and 25 closed out, a net change of +25 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2018 was UBS Group, an estimated $22M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2018 was Ameriprise, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2018.