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WisdomTree US MidCap Dividend Fund
DON

76 hedge funds and large institutions have $258M invested in WisdomTree US MidCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 76 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

121.38% more ownership

Funds ownership: 0% → 121.38% (+121%)

Holders
76
Holders Change
+76
Holders Change %
–
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
76
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$1.3M +$1.31M +59,709 New
FCI
27
Financial Counselors Inc
Kansas
$1.28M +$1.29M +58,722 New
MFS
28
MSI Financial Services
Massachusetts
$1.21M +$1.22M +55,554 New
CAN
29
Cetera Advisor Networks
California
$1.03M +$1.04M +47,217 New
Deutsche Bank
30
Deutsche Bank
Germany
$1M +$1.01M +45,867 New
VFS
31
VSR Financial Services
Kansas
$1M +$1.01M +45,774 New
RJA
32
Raymond James & Associates
Florida
$994K +$1M +45,486 New
WCM
33
Wisconsin Capital Management
Wisconsin
$891K +$897K +40,770 New
Invesco
34
Invesco
Georgia
$884K +$890K +40,434 New
CCM
35
Condor Capital Management
New Jersey
$833K +$839K +38,121 New
CWM
36
Concert Wealth Management
California
$784K +$785K +35,676 New
GW
37
GW & Wade
Massachusetts
$711K +$716K +32,514 New
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$670K +$676K +30,690 New
AIM
39
Aspen Investment Management
Michigan
$659K +$664K +30,147 New
NES
40
New England Securities
New York
$622K +$627K +28,479 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$616K +$620K +28,179 New
HHGA
42
Halbert Hargrove Global Advisors
California
$611K +$616K +27,969 New
CANC
43
Culbertson A N & Co
Virginia
$609K +$614K +27,885 New
SAM
44
SignalPoint Asset Management
Missouri
$598K +$603K +27,387 New
CBN
45
Cadence Bank NA
Texas
$591K +$595K +27,036 New
SCA
46
Stillwater Capital Advisors
Pennsylvania
$551K +$555K +25,230 New
AIP
47
ARS Investment Partners
New York
$508K +$512K +23,250 New
SC
48
SouthState Corp
Florida
$503K +$507K +23,037 New
SNC
49
Stifel Nicolaus & Co
Missouri
$465K +$469K +21,297 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$443K +$446K +20,274 New
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DON Hedge Fund Activity: Q2 2013 in Review

76 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2013, worth a combined $258M.

Buyers outnumbered sellers: 76 funds opened new DON positions and 0 closed out — a net gain of 76 holders — while 0 added to existing stakes and 0 trimmed.

  • 76 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $258M of WisdomTree US MidCap Dividend Fund stock for Q2 2013.
  • 76 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +76 holders.

Based on aggregated 13F filings for Q2 2013.