WisdomTree US MidCap Dividend Fund
DON
285 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 142 reducing their positions, and 44 closing their positions.
0% less capital invested
Capital invested by funds: $1.19B → $1.18B (-$3.83M)
1.82% less ownership
Funds ownership: 46.95% → 45.13% (-1.8%)
7% less funds holding
Funds holding: 306 → 285 (-21)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
43% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 44
44% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$29.1M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
+$6.86M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.43M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.81M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.6M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$25.8M |
| 5 |
RTC
Riverview Trust Company
Vancouver,
Washington
|
-$13.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
326
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$2K | -100 | Closed |
|
|
CA
327
Clearstead Advisors
Cleveland,
Ohio
| – | -$2K | -93 | Closed |
|
|
HWA
328
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$1K | -45 | Closed |
|
329
BlackRock
New York
| – | -$1K | -42 | Closed |
|
|
WQ
330
Wealth Quarterback
Toms River,
New Jersey
| – | -$870 | -36 | Closed |
|
DON Hedge Fund Activity: Q2 2020 in Review
285 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2020, worth a combined $1.18B — down 0.32% from $1.19B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of DON and 25 opened new positions — a net loss of 19 holders — while 142 trimmed existing stakes and 80 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $29.1M. The largest seller was Ameriprise, cutting an estimated $52.3M.
- 285 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2020, down from 306 in Q1 2020.
- Funds reported $1.18B of WisdomTree US MidCap Dividend Fund stock for Q2 2020, down 0.32% quarter-over-quarter.
- 25 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2020 and 44 closed out, a net change of -19 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $29.1M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2020 was Ameriprise, an estimated $52.3M sold.
Based on aggregated 13F filings for Q2 2020.