WisdomTree US MidCap Dividend Fund
265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
18% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 85
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6% more capital invested
Capital invested by funds: $1.39B → $1.46B (+$76.5M)
2.71% more ownership
Funds ownership: 44.03% → 46.74% (+2.7%)
2% more funds holding
Funds holding: 260 → 265 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$51.2M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$43.5M |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$25.5M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$3.51M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.96M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.74M |
| 5 |
Bank of New York Mellon
New York
|
-$3.62M |
DON Hedge Fund Activity: Q2 2018 in Review
265 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2018, worth a combined $1.46B — up 5.5% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DON positions and 14 closed out — a net gain of 8 holders — while 100 added to existing stakes and 85 trimmed.
The largest buyer was Financial Counselors Inc, adding an estimated $51.2M. The largest seller was Morgan Stanley, cutting an estimated $11.2M.
- 265 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2018, up from 260 in Q1 2018.
- Funds reported $1.46B of WisdomTree US MidCap Dividend Fund stock for Q2 2018, up 5.5% quarter-over-quarter.
- 22 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2018 and 14 closed out, a net change of +8 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2018 was Financial Counselors Inc, an estimated $51.2M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2018 was Morgan Stanley, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2018.