WisdomTree US MidCap Dividend Fund
306 hedge funds and large institutions have $1.79B invested in WisdomTree US MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 27 closing their positions.
59% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 27
41% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 87
32% more capital invested
Capital invested by funds: $1.36B → $1.79B (+$438M)
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
4% more funds holding
Funds holding: 293 → 306 (+13)
3.99% more ownership
Funds ownership: 43.94% → 47.92% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$52.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26.5M |
| 4 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$22.1M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$5.03M |
| 2 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$3.14M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.06M |
| 4 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$2.5M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
326
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$17K | -550 | Closed |
|
327
Chevy Chase Trust
Bethesda,
Maryland
| – | -$16K | -510 | Closed |
|
|
CA
328
Claro Advisors
Boston,
Massachusetts
| – | -$17K | -450 | Closed |
|
|
SGS
329
Sterling Global Strategies
Carlsbad,
California
| – | -$14.2K | -450 | Closed |
|
|
PWMG
330
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$9K | -300 | Closed |
|
|
RWA
331
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$2K | -60 | Closed |
|
DON Hedge Fund Activity: Q1 2019 in Review
306 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2019, worth a combined $1.79B — up 32% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DON positions and 27 closed out — a net gain of 16 holders — while 123 added to existing stakes and 87 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $52.1M. The largest seller was Transamerica Financial Advisors, exiting entirely with an estimated $5.03M sold.
- 306 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2019, up from 293 in Q4 2018.
- Funds reported $1.79B of WisdomTree US MidCap Dividend Fund stock for Q1 2019, up 32% quarter-over-quarter.
- 43 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2019 and 27 closed out, a net change of +16 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2019 was CAPTRUST Financial Advisors, an estimated $52.1M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2019 was Transamerica Financial Advisors, an estimated $5.03M sold.
Based on aggregated 13F filings for Q1 2019.