WisdomTree US MidCap Dividend Fund
143 hedge funds and large institutions have $671M invested in WisdomTree US MidCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
5% more funds holding
Funds holding: 136 → 143 (+7)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
4% less capital invested
Capital invested by funds: $700M → $671M (-$28.8M)
4.82% less ownership
Funds ownership: 130.48% → 125.66% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.99M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.67M |
| 3 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$3.68M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.09M |
| 5 |
Goldman Sachs
New York
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.96M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$7.1M |
| 3 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$5.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.83M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3.55M |
DON Hedge Fund Activity: Q2 2015 in Review
143 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2015, worth a combined $671M — down 4.1% from $700M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DON positions and 9 closed out — a net gain of 8 holders — while 58 added to existing stakes and 42 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $6.99M. The largest seller was Morgan Stanley, cutting an estimated $9.96M.
- 143 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2015, up from 136 in Q1 2015.
- Funds reported $671M of WisdomTree US MidCap Dividend Fund stock for Q2 2015, down 4.1% quarter-over-quarter.
- 17 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2015 and 9 closed out, a net change of +8 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2015 was Susquehanna International Group, an estimated $6.99M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2015 was Morgan Stanley, an estimated $9.96M sold.
Based on aggregated 13F filings for Q2 2015.