WisdomTree US MidCap Dividend Fund
DON
292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.
100% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 25
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
8% more funds holding
Funds holding: 270 → 292 (+22)
6% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 94
1.13% less ownership
Funds ownership: 45.05% → 43.93% (-1.1%)
14% less capital invested
Capital invested by funds: $1.57B → $1.36B (-$214M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.66M |
| 4 |
Bank of New York Mellon
New York
|
+$9.49M |
| 5 |
Morgan Stanley
New York
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$51.1M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$43.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.3M |
| 4 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$20.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19.7M |
DON Hedge Fund Activity: Q4 2018 in Review
292 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2018, worth a combined $1.36B — down 14% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DON positions and 25 closed out — a net gain of 25 holders — while 100 added to existing stakes and 94 trimmed.
The largest buyer was UBS Group, adding an estimated $22M. The largest seller was Ameriprise, cutting an estimated $51.1M.
- 292 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2018, up from 270 in Q3 2018.
- Funds reported $1.36B of WisdomTree US MidCap Dividend Fund stock for Q4 2018, down 14% quarter-over-quarter.
- 50 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2018 and 25 closed out, a net change of +25 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2018 was UBS Group, an estimated $22M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2018 was Ameriprise, an estimated $51.1M sold.
Based on aggregated 13F filings for Q4 2018.