WisdomTree US MidCap Dividend Fund
208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
100% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 51
13% more capital invested
Capital invested by funds: $1.09B → $1.24B (+$145M)
5% more funds holding
Funds holding: 198 → 208 (+10)
3.9% less ownership
Funds ownership: 133.77% → 129.87% (-3.9%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.9M |
| 2 |
Bank of New York Mellon
New York
|
+$19.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.6M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$5.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.3M |
| 3 |
Goldman Sachs
New York
|
-$2.71M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.69M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.41M |
DON Hedge Fund Activity: Q1 2017 in Review
208 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2017, worth a combined $1.24B — up 13% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DON positions and 12 closed out — a net gain of 13 holders — while 102 added to existing stakes and 51 trimmed.
The largest buyer was Bank of America, adding an estimated $23.9M. The largest seller was New England Investment & Retirement Group, cutting an estimated $5.3M.
- 208 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2017, up from 198 in Q4 2016.
- Funds reported $1.24B of WisdomTree US MidCap Dividend Fund stock for Q1 2017, up 13% quarter-over-quarter.
- 25 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2017 and 12 closed out, a net change of +13 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2017 was Bank of America, an estimated $23.9M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2017 was New England Investment & Retirement Group, an estimated $5.3M sold.
Based on aggregated 13F filings for Q1 2017.