WisdomTree US MidCap Dividend Fund
308 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.
168% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 22
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
17% more capital invested
Capital invested by funds: $1.12B → $1.31B (+$187M)
10% more funds holding
Funds holding: 279 → 308 (+29)
2.09% more ownership
Funds ownership: 45.84% → 47.92% (+2.1%)
53% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$12.7M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$11.8M |
| 3 |
Bank of New York Mellon
New York
|
+$6.77M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$3.81M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$46.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.58M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.32M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.1M |
DON Hedge Fund Activity: Q4 2020 in Review
308 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2020, worth a combined $1.31B — up 17% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new DON positions and 22 closed out — a net gain of 37 holders — while 65 added to existing stakes and 138 trimmed.
The largest buyer was CMC Financial Group, opening a new position worth an estimated $12.7M. The largest seller was SVA Wealth Management, cutting an estimated $46.8M.
- 308 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2020, up from 279 in Q3 2020.
- Funds reported $1.31B of WisdomTree US MidCap Dividend Fund stock for Q4 2020, up 17% quarter-over-quarter.
- 59 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2020 and 22 closed out, a net change of +37 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2020 was CMC Financial Group, an estimated $12.7M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2020 was SVA Wealth Management, an estimated $46.8M sold.
Based on aggregated 13F filings for Q4 2020.