WisdomTree US MidCap Dividend Fund
184 hedge funds and large institutions have $938M invested in WisdomTree US MidCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
81% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 47
17% more capital invested
Capital invested by funds: $799M → $938M (+$139M)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
10% more funds holding
Funds holding: 167 → 184 (+17)
4.84% more ownership
Funds ownership: 129.19% → 134.03% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$17.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.4M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$3.65M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$2.71M |
| 3 |
Bank of New York Mellon
New York
|
-$1.62M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$1.14M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$500K |
DON Hedge Fund Activity: Q3 2016 in Review
184 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2016, worth a combined $938M — up 17% from $799M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DON positions and 5 closed out — a net gain of 19 holders — while 85 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.65M.
- 184 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2016, up from 167 in Q2 2016.
- Funds reported $938M of WisdomTree US MidCap Dividend Fund stock for Q3 2016, up 17% quarter-over-quarter.
- 24 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2016 and 5 closed out, a net change of +19 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2016 was Morgan Stanley, an estimated $19M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2016 was D.A. Davidson & Co, an estimated $3.65M sold.
Based on aggregated 13F filings for Q3 2016.