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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
GI
301
Gradient Investments
Minnesota
$4K -$22.5K -630 -86%
RCM
302
Rain Capital Management
Oregon
$4K +$3.86K +108 New
AIS
303
Accurate Investment Solutions
Pennsylvania
$3K – – –
BlackRock
304
BlackRock
New York
$3K +$1.07K +30 +67%
TF
305
Tompkins Financial
New York
$3K +$2.82K +79 New
RIA
306
Realta Investment Advisors
Delaware
$2K -$5.18K -145 -73%
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
WCG
308
Weaver Consulting Group
California
$2K – – –
IFAM
309
Institutional & Family Asset Management
Colorado
$1K -$3.04K -85 -79%
CIAS
310
Capital Investment Advisory Services
North Carolina
$1K -$894 -25 -49%
MWM
311
Merriman Wealth Management
Washington
– -$104K -287,547 Closed
TFA
312
Transamerica Financial Advisors
Florida
– -$7.69M -212,408 Closed
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
– -$4.06M -112,235 Closed
RA
314
RFG Advisory
Alabama
– -$525K -14,486 Closed
WI
315
Wintrust Investments
Illinois
– -$389K -10,737 Closed
JIC
316
Johnson Investment Counsel
Ohio
– -$333K -9,220 Closed
VSWA
317
Vontobel Swiss Wealth Advisors
Switzerland
– -$283K -7,807 Closed
Verition Fund Management
318
Verition Fund Management
Connecticut
– -$257K -7,109 Closed
PFPT
319
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$225K -6,214 Closed
ESB
320
Essex Savings Bank
Connecticut
– -$152K -4,200 Closed
BRWM
321
B. Riley Wealth Management
Tennessee
– -$143 -3,960 Closed
YWP
322
YorkBridge Wealth Partners
New York
– -$49K -1,365 Closed
OIA
323
Optimum Investment Advisors
Illinois
– -$45K -1,249 Closed
RCAG
324
Rehmann Capital Advisory Group
Michigan
– -$39.4K -1,089 Closed
CTB
325
Country Trust Bank
Illinois
– -$33K -932 Closed
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.