WisdomTree US MidCap Dividend Fund
DON
301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 87
4% more capital invested
Capital invested by funds: $1.79B → $1.87B (+$75.7M)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
0.33% less ownership
Funds ownership: 47.92% → 47.59% (-0.33%)
2% less funds holding
Funds holding: 306 → 301 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$29.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.61M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$7.63M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$29.5M |
| 2 |
Bank of New York Mellon
New York
|
-$18.5M |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$6.14M |
| 4 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$5.08M |
| 5 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$2.23M |
DON Hedge Fund Activity: Q2 2019 in Review
301 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2019, worth a combined $1.87B — up 4.2% from $1.79B a quarter earlier.
Fund positioning in DON was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 127 added to existing stakes and 87 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $29.9M. The largest seller was LPL Financial, cutting an estimated $29.5M.
- 301 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2019, down from 306 in Q1 2019.
- Funds reported $1.87B of WisdomTree US MidCap Dividend Fund stock for Q2 2019, up 4.2% quarter-over-quarter.
- 24 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2019 and 24 closed out, a net change of 0 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2019 was Connecticut Wealth Management, an estimated $29.9M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2019 was LPL Financial, an estimated $29.5M sold.
Based on aggregated 13F filings for Q2 2019.