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WisdomTree US MidCap Dividend Fund
DON

99 hedge funds and large institutions have $378M invested in WisdomTree US MidCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

22% more funds holding

Funds holding: 81 → 99 (+18)

15% more capital invested

Capital invested by funds: $328M → $378M (+$49.6M)

1.13% less ownership

Funds ownership: 123.7% → 122.57% (-1.1%)

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
25
Increased
45
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.64M
2
Bank of America
Bank of America
North Carolina
+$5.56M
3
LW
Linscomb Wealth
Texas
+$4.8M
4
U
UBS
Switzerland
+$4.02M
5
Creative Planning
Creative Planning
Kansas
+$2.22M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$5.32M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.73M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.48M
4
AIP
ARS Investment Partners
New York
-$986K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
26
Beacon Financial Group
Texas
$2.28M +$178K +7,395 +9%
SWM
27
SVA Wealth Management
Wisconsin
$2M +$1.94M +80,283 New
FCI
28
Financial Counselors Inc
Kansas
$1.89M +$152K +6,288 +9%
SF
29
Synovus Financial
Georgia
$1.86M -$16K -663 -0.9%
NES
30
New England Securities
New York
$1.73M +$378K +15,651 +29%
MFS
31
MSI Financial Services
Massachusetts
$1.68M +$311K +12,876 +23%
RJA
32
Raymond James & Associates
Florida
$1.54M +$215K +8,925 +17%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.47M +$1.42M +58,923 New
VFS
34
VSR Financial Services
Kansas
$1.43M +$179K +7,419 +15%
AIG
35
American International Group
New York
$1.4M -$106K -4,401 -7%
AT
36
Arden Trust
Delaware
$1.29M +$1.25M +51,909 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.22M +$423K +17,520 +56%
Invesco
38
Invesco
Georgia
$1.13M +$37.9K +1,569 +4%
CAN
39
Cetera Advisor Networks
California
$1.12M +$25.2K +1,044 +2%
SB
40
Suntrust Banks
Georgia
$1.03M -$40.1K -1,662 -4%
WCM
41
Wisconsin Capital Management
Wisconsin
$1.03M +$25.3K +1,050 +3%
CWM
42
Concert Wealth Management
California
$919K +$28.6K +1,185 +3%
GW
43
GW & Wade
Massachusetts
$836K +$26.8K +1,113 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$773K -$2.48M -102,672 -77%
AIM
45
Aspen Investment Management
Michigan
$762K +$10.9K +450 +1%
SCA
46
Stillwater Capital Advisors
Pennsylvania
$732K – – –
RW
47
Rand Wealth
Maryland
$696K +$676K +28,002 New
B
48
Baird
Wisconsin
$688K +$64.9K +2,691 +11%
FA
49
FDx Advisors
Illinois
$672K +$17.4K +723 +3%
CBN
50
Cadence Bank NA
Texas
$671K -$1.23K -51 -0.2%
1
2
3 4 5

DON Hedge Fund Activity: Q4 2013 in Review

99 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2013, worth a combined $378M — up 15% from $328M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DON positions and 5 closed out — a net gain of 20 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.64M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $5.32M sold.

  • 99 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2013, up from 81 in Q3 2013.
  • Funds reported $378M of WisdomTree US MidCap Dividend Fund stock for Q4 2013, up 15% quarter-over-quarter.
  • 25 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2013 and 5 closed out, a net change of +20 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2013 was Morgan Stanley, an estimated $5.64M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2013 was United Capital Financial Advisors, an estimated $5.32M sold.

Based on aggregated 13F filings for Q4 2013.