WisdomTree US MidCap Dividend Fund
306 hedge funds and large institutions have $1.19B invested in WisdomTree US MidCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 69 closing their positions.
7.15% less ownership
Funds ownership: 54.1% → 46.95% (-7.2%)
13% less funds holding
Funds holding: 351 → 306 (-45)
14% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 125
45% less funds holding in top 10
Funds holding in top 10: 20 → 11 (-9)
47% less capital invested
Capital invested by funds: $2.23B → $1.19B (-$1.04B)
58% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 69
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $239K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.43M |
| 3 |
NFG
NewFocus Financial Group
Vancouver,
Washington
|
+$4.42M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$3.71M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$181M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$40.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$15.9M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$15.8M |
DON Hedge Fund Activity: Q1 2020 in Review
306 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2020, worth a combined $1.19B — down 47% from $2.23B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of DON and 29 opened new positions — a net loss of 40 holders — while 125 trimmed existing stakes and 108 added.
The largest buyer was Susquehanna International Group, adding an estimated $11.8M. The largest seller was Johanson Financial Advisors, cutting an estimated $181M.
- 306 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2020, down from 351 in Q4 2019.
- Funds reported $1.19B of WisdomTree US MidCap Dividend Fund stock for Q1 2020, down 47% quarter-over-quarter.
- 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2020 and 69 closed out, a net change of -40 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $11.8M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2020 was Johanson Financial Advisors, an estimated $181M sold.
Based on aggregated 13F filings for Q1 2020.