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WisdomTree US MidCap Dividend Fund
DON

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

3.67% more ownership

Funds ownership: 132.08% → 135.75% (+3.7%)

2% more capital invested

Capital invested by funds: $1.31B → $1.35B (+$30.9M)

3% less funds holding

Funds holding: 218 → 212 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$16.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.18M
3
TSS
Two Sigma Securities
New York
+$3.84M
4
LPL Financial
LPL Financial
California
+$3.56M
5
Wells Fargo
Wells Fargo
California
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.89M
2
Morgan Stanley
Morgan Stanley
New York
-$8.47M
3
UBS Group
UBS Group
Switzerland
-$7.05M
4
Bank of America
Bank of America
North Carolina
-$4.81M
5
MML Investors Services
MML Investors Services
Massachusetts
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
51
Capital Advisors Inc
Oklahoma
$4.22M -$85.9K -2,634 -2%
TSS
52
Two Sigma Securities
New York
$3.92M +$3.84M +117,657 New
YP
53
Yellowstone Partners
Idaho
$3.79M +$3.71M +113,832 New
SF
54
Synovus Financial
Georgia
$3.76M -$364K -11,145 -9%
APP
55
Avantax Planning Partners
Iowa
$3.58M +$118K +3,627 +3%
CCA
56
Clearwater Capital Advisors
Illinois
$3.57M +$195K +5,970 +6%
EWMCB
57
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.38M -$173K -5,301 -5%
JFA
58
Johanson Financial Advisors
California
$3.27M +$580K +17,793 +22%
GW
59
GW & Wade
Massachusetts
$3.19M +$187K +5,718 +6%
FHB
60
First Hawaiian Bank
Hawaii
$3.16M +$205K +6,270 +7%
TFA
61
Transamerica Financial Advisors
Florida
$3.09M +$731K +22,401 +32%
RW
62
Rand Wealth
Maryland
$2.89M -$19.4K -594 -0.7%
HCP
63
Holt Capital Partners
Texas
$2.78M +$198K +6,075 +8%
CSA
64
Cottage Street Advisors
Massachusetts
$2.73M -$98 -3 -0%
ICOA
65
Investment Centers of America
North Dakota
$2.71M +$169K +5,196 +7%
AT
66
Arden Trust
Delaware
$2.59M -$8.71K -267 -0.3%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$2.58M -$239K -7,329 -9%
SIA
68
Starfire Investment Advisers
Michigan
$2.52M +$5.38K +165 +0.2%
FFA
69
Fragasso Financial Advisors
Pennsylvania
$2.42M -$29.1K -891 -1%
MMA
70
Miracle Mile Advisors
California
$2.34M +$551K +16,905 +32%
HighTower Advisors
71
HighTower Advisors
Illinois
$2.32M +$77.2K +2,367 +3%
MCM
72
MAI Capital Management
Ohio
$2.2M +$58.8K +1,803 +3%
SBL
73
Sargent Bickham Lagudis
Colorado
$2.17M -$126K -3,873 -6%
CA
74
Cetera Advisors
Colorado
$1.94M +$48.2K +1,479 +3%
VC
75
Vestor Capital
Illinois
$1.92M -$68.5K -2,100 -4%
1 2
3
4 5

DON Hedge Fund Activity: Q3 2017 in Review

212 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2017, worth a combined $1.35B — up 2.4% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DON and 14 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 87 added.

The largest buyer was Ameriprise, adding an estimated $16.2M. The largest seller was Bank of New York Mellon, cutting an estimated $9.89M.

  • 212 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2017, down from 218 in Q2 2017.
  • Funds reported $1.35B of WisdomTree US MidCap Dividend Fund stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 14 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2017 and 16 closed out, a net change of -2 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2017 was Ameriprise, an estimated $16.2M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q3 2017 was Bank of New York Mellon, an estimated $9.89M sold.

Based on aggregated 13F filings for Q3 2017.