WisdomTree US MidCap Dividend Fund
DON
218 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
81% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 57
6% more capital invested
Capital invested by funds: $1.24B → $1.31B (+$76.3M)
5% more funds holding
Funds holding: 208 → 218 (+10)
2.21% more ownership
Funds ownership: 129.87% → 132.08% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$9.59M |
| 4 |
Morgan Stanley
New York
|
+$6.13M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$7.17M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.12M |
| 3 |
NFG
NewFocus Financial Group
Vancouver,
Washington
|
-$5.58M |
| 4 |
CFC
Coyle Financial Counsel
Glenview,
Illinois
|
-$3.37M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$2.38M |
DON Hedge Fund Activity: Q2 2017 in Review
218 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2017, worth a combined $1.31B — up 6.2% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DON positions and 11 closed out — a net gain of 10 holders — while 103 added to existing stakes and 57 trimmed.
The largest buyer was Ameriprise, adding an estimated $24.8M. The largest seller was Bank of New York Mellon, cutting an estimated $7.17M.
- 218 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2017, up from 208 in Q1 2017.
- Funds reported $1.31B of WisdomTree US MidCap Dividend Fund stock for Q2 2017, up 6.2% quarter-over-quarter.
- 21 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2017 and 11 closed out, a net change of +10 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2017 was Ameriprise, an estimated $24.8M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2017 was Bank of New York Mellon, an estimated $7.17M sold.
Based on aggregated 13F filings for Q2 2017.