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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
CANC
51
Culbertson A N & Co
Virginia
$658K -$34.7K -1,440 -5%
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$656K – – –
OC
53
Oppenheimer & Co
New York
$641K +$621K +25,758 New
SC
54
SouthState Corp
Florida
$598K +$2.17K +90 +0.4%
CA
55
Cetera Advisors
Colorado
$579K +$562K +23,307 New
HHGA
56
Halbert Hargrove Global Advisors
California
$577K – – –
PAG
57
Private Advisor Group
New Jersey
$524K +$509K +21,081 New
AIP
58
ARS Investment Partners
New York
$506K -$986K -40,881 -67%
PP
59
Patten & Patten
Tennessee
$482K +$10.9K +450 +2%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$453K – – –
GLA
61
Great Lakes Advisors
Illinois
$419K +$406K +16,848 New
FNBT
62
FineMark National Bank & Trust
Florida
$414K – – –
AA
63
Ancora Advisors
Ohio
$360K +$34.5K +1,431 +11%
Jane Street
64
Jane Street
New York
$356K +$345K +14,313 New
IT
65
Investors Trust
Texas
$347K +$346K +14,349 New
FIM
66
Freedom Investment Management
Connecticut
$332K -$10.1K -420 -3%
SAM
67
SignalPoint Asset Management
Missouri
$316K +$2.9K +120 +1%
BSB
68
Bangor Savings Bank
Maine
$306K +$297K +12,300 New
BC
69
Barnett & Company
Tennessee
$297K +$6.51K +270 +2%
AA
70
Advisory Alpha
Michigan
$297K +$288K +11,931 New
NPC
71
National Planning Corporation
California
$296K +$7.24K +300 +3%
FAAM
72
First Allied Asset Management
California
$290K +$281K +11,667 New
MIH
73
Madison Investment Holdings
Wisconsin
$289K – – –
VC
74
Vicus Capital
Pennsylvania
$276K +$268K +11,112 New
BIA
75
Biondo Investment Advisors
Pennsylvania
$265K +$23.5K +975 +10%
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.