We are live on ! Find out more
DON icon

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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$398K +$401K +18,195 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$375K +$378K +17,160 New
ICOA
53
Investment Centers of America
North Dakota
$372K +$376K +17,061 New
FNBT
54
FineMark National Bank & Trust
Florida
$364K +$367K +16,650 New
B
55
Baird
Wisconsin
$308K +$311K +14,109 New
FIM
56
Freedom Investment Management
Connecticut
$301K +$304K +13,788 New
AA
57
Ancora Advisors
Ohio
$285K +$287K +13,044 New
CS
58
Credit Suisse
Switzerland
$276K +$278K +12,627 New
NPC
59
National Planning Corporation
California
$255K +$256K +11,637 New
BC
60
Barnett & Company
Tennessee
$255K +$257K +11,685 New
MIH
61
Madison Investment Holdings
Wisconsin
$254K +$256K +11,625 New
CA
62
Cetera Advisors
Colorado
$254K +$256K +11,640 New
GLRA
63
Gerald L. Ray & Associates
Texas
$229K +$231K +10,500 New
1GA
64
1st Global Advisors
Texas
$204K +$205K +9,324 New
DADC
65
D.A. Davidson & Co
Montana
$179K +$181K +8,220 New
WA
66
WFG Advisors
Texas
$131K +$132K +6,018 New
Citigroup
67
Citigroup
New York
$103K +$103K +4,692 New
US Bancorp
68
US Bancorp
Minnesota
$80K +$80.6K +3,660 New
BC
69
Bartlett & Co
Ohio
$48K +$48.3K +2,193 New
KTC
70
Kistler-Tiffany Companies
Pennsylvania
$41K +$40.9K +1,860 New
RIA
71
Regal Investment Advisors
Michigan
$38K +$38.4K +1,743 New
FANJ
72
Financial Architects (New Jersey)
New Jersey
$23K +$23K +1,044 New
PAS
73
Partnervest Advisory Services
California
$5K +$4.62K +210 New
BTS
74
BB&T Securities
Virginia
$4.51K +$455K +20,658 New
AWMS
75
Advocacy Wealth Management Services
Georgia
$4K +$3.76K +171 New
1 2
3
4

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.