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WisdomTree US MidCap Dividend Fund
DON

153 hedge funds and large institutions have $704M invested in WisdomTree US MidCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $628M → $704M (+$75.4M)

11% more funds holding

Funds holding: 138 → 153 (+15)

7.34% more ownership

Funds ownership: 131.23% → 138.57% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
4.01%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
22
Increased
58
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$17.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.97M
4
Ameriprise
Ameriprise
Minnesota
+$3.69M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
SI
SII Investments
Wisconsin
-$3.15M
2
Goldman Sachs
Goldman Sachs
New York
-$3.09M
3
Bank of America
Bank of America
North Carolina
-$2.06M
4
ONB
Old National Bancorp
Indiana
-$1.55M
5
BWP
BSW Wealth Partners
Colorado
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$5.69M +$104K +3,834 +2%
SEIA
27
Signature Estate & Investment Advisors
California
$5.05M +$792K +29,118 +18%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$5.04M +$240K +8,841 +5%
BFG
29
Beacon Financial Group
Texas
$5.04M +$460K +16,926 +10%
IWA
30
Inspirion Wealth Advisors
Illinois
$4.64M +$82.6K +3,036 +2%
DADC
31
D.A. Davidson & Co
Montana
$4.09M -$495K -18,210 -11%
BCI
32
Brinker Capital Investments
Pennsylvania
$4.05M +$196K +7,200 +5%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.92M -$48.3K -1,776 -1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.78M +$139K +5,106 +4%
MFS
35
MSI Financial Services
Massachusetts
$3.78M +$1.3M +47,754 +51%
WDL
36
Well Done LLC
Michigan
$3.7M +$3.75M +137,943 New
AIG
37
American International Group
New York
$3.66M +$230K +8,448 +7%
FCI
38
Financial Counselors Inc
Kansas
$3.45M -$436K -16,041 -11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.44M +$826K +30,387 +31%
SF
40
Synovus Financial
Georgia
$3.41M -$157K -5,757 -4%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.21M +$108K +3,984 +3%
Goldman Sachs
42
Goldman Sachs
New York
$2.91M -$3.09M -113,466 -51%
EWMCB
43
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.88M -$1.14K -42 -0%
Citadel Advisors
44
Citadel Advisors
Florida
$2.54M +$2.57M +94,560 New
C
45
CFO4Life
Texas
$2.48M +$1.47M +53,898 +140%
ONB
46
Old National Bancorp
Indiana
$2.45M -$1.55M -57,003 -38%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$2.24M +$18K +663 +0.8%
MCM
48
MAI Capital Management
Ohio
$2.04M -$210K -7,722 -9%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.03M +$493K +18,141 +31%
MMA
50
Miracle Mile Advisors
California
$2.02M +$882K +32,415 +76%
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DON Hedge Fund Activity: Q4 2015 in Review

153 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2015, worth a combined $704M — up 12% from $628M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DON positions and 7 closed out — a net gain of 15 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.4M. The largest seller was SII Investments, exiting entirely with an estimated $3.15M sold.

  • 153 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2015, up from 138 in Q3 2015.
  • Funds reported $704M of WisdomTree US MidCap Dividend Fund stock for Q4 2015, up 12% quarter-over-quarter.
  • 22 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2015 and 7 closed out, a net change of +15 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2015 was LPL Financial, an estimated $17.4M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2015 was SII Investments, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2015.