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WisdomTree US MidCap Dividend Fund
DON

351 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 23

97% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 77

18% more capital invested

Capital invested by funds: $1.89B → $2.23B (+$343M)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

13% more funds holding

Funds holding: 310 → 351 (+41)

6.89% more ownership

Funds ownership: 47.21% → 54.1% (+6.9%)

Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.92%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
69
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$199M
2
AWM
AE Wealth Management
Kansas
+$7.65M
3
SS
Simplicity Solutions
Minnesota
+$7.54M
4
Ameriprise
Ameriprise
Minnesota
+$4.76M
5
Truist Financial
Truist Financial
North Carolina
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
PFM
Parsec Financial Management
North Carolina
-$4.88M
2
AG
Advisor Group
Arizona
-$4.18M
3
Goldman Sachs
Goldman Sachs
New York
-$4.12M
4
GSWM
Golden State Wealth Management
California
-$3.91M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
76
NBT Bank
New York
$3.65M +$113K +3,043 +3%
CWM
77
Capital Wealth Management
Rhode Island
$3.65M +$9.91K +268 +0.3%
AF
78
Apexium Financial
Texas
$3.64M +$3.54M +95,631 New
HighTower Advisors
79
HighTower Advisors
Illinois
$3.62M +$88.1K +2,383 +3%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$3.4M -$116K -3,138 -3%
DADC
81
D.A. Davidson & Co
Montana
$3.26M +$352K +9,513 +12%
HW
82
Hancock Whitney
Mississippi
$3.22M -$17.2K -464 -0.5%
PA
83
PSI Advisors
Florida
$3.19M +$3.1M +83,771 New
HIS
84
Harvest Investment Services
Illinois
$3.16M +$744K +20,110 +32%
SPIA
85
Steward Partners Investment Advisory
New York
$3.16M +$459K +12,409 +18%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.06M -$994K -26,868 -25%
HCP
87
Holt Capital Partners
Texas
$3.02M – – –
JWBC
88
John W. Brooker & Co
California
$3M +$2.91M +78,758 New
CFGS
89
Concourse Financial Group Securities
Alabama
$2.98M +$1.87M +50,548 +182%
SL
90
Systelligence LLC
Minnesota
$2.93M +$2.84M +76,912 New
Mariner
91
Mariner
Kansas
$2.9M -$72.2K -1,951 -2%
HAS
92
HBW Advisory Services
California
$2.74M -$1.43M -38,754 -35%
TA
93
TFG Advisers
Michigan
$2.63M +$46.2K +1,250 +2%
CAL
94
Capital Advisors Ltd
Ohio
$2.52M +$240K +6,498 +11%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$2.51M +$69.2K +1,870 +3%
SWP
96
Stratos Wealth Partners
Ohio
$2.45M +$60.4K +1,634 +3%
AT
97
Arden Trust
Delaware
$2.35M -$11.7K -317 -0.5%
APCM
98
Alaska Permanent Capital Management
Alaska
$2.35M +$1.99M +53,730 +676%
GDP
99
Great Diamond Partners
Maine
$2.27M +$2.21M +59,645 New
CWM
100
Cornerstone Wealth Management
Missouri
$2.24M +$184K +4,976 +9%
2 3
4
5 6

DON Hedge Fund Activity: Q4 2019 in Review

351 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2019, worth a combined $2.23B — up 18% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DON positions and 23 closed out — a net gain of 46 holders — while 152 added to existing stakes and 77 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $199M. The largest seller was Parsec Financial Management, cutting an estimated $4.88M.

  • 351 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2019, up from 310 in Q3 2019.
  • Funds reported $2.23B of WisdomTree US MidCap Dividend Fund stock for Q4 2019, up 18% quarter-over-quarter.
  • 69 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2019 and 23 closed out, a net change of +46 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2019 was Johanson Financial Advisors, an estimated $199M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2019 was Parsec Financial Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2019.