WisdomTree US MidCap Dividend Fund
129 hedge funds and large institutions have $594M invested in WisdomTree US MidCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 4 closing their positions.
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
71% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 31
22% more funds holding
Funds holding: 106 → 129 (+23)
21% more capital invested
Capital invested by funds: $492M → $594M (+$102M)
1.46% more ownership
Funds ownership: 129.58% → 131.04% (+1.5%)
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$7.46M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.2M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$5.04M |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$3.78M |
| 5 |
Jane Street
New York
|
+$3.65M |
Top Sellers
| 1 |
SG Americas Securities
New York
|
-$3.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.61M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.55M |
| 4 |
Morgan Stanley
New York
|
-$1.32M |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
-$791K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | -$5.2K | -192 | -43% |
|
|
CAL
127
Capital Advisors Ltd
Shaker Heights,
Ohio
| $7K | +$7.06K | +261 | New |
|
|
SNT
128
Security National Trust
Wheeling,
West Virginia
| $6K | – | – | – |
|
|
BRWA
129
B. Riley Wealth Advisors
Boca Raton,
Florida
| $184 | +$178K | +6,585 | New |
|
|
130
SG Americas Securities
New York
| – | -$3.46M | -132,684 | Closed |
|
|
SB
131
Suntrust Banks
Atlanta,
Georgia
| – | -$289K | -11,103 | Closed |
|
|
MHS
132
M Holdings Securities
Portland,
Oregon
| – | -$108K | -4,158 | Closed |
|
|
SCA
133
Strategic Capital Alternatives
Gig Harbor,
United States
| – | -$14K | -525 | Closed |
|
134
Parallax Volatility Advisers
San Francisco,
California
| – | +$81 | +3 | New |
|
DON Hedge Fund Activity: Q4 2014 in Review
129 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2014, worth a combined $594M — up 21% from $492M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DON positions and 4 closed out — a net gain of 24 holders — while 53 added to existing stakes and 31 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $7.46M. The largest seller was SG Americas Securities, exiting entirely with an estimated $3.46M sold.
- 129 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2014, up from 106 in Q3 2014.
- Funds reported $594M of WisdomTree US MidCap Dividend Fund stock for Q4 2014, up 21% quarter-over-quarter.
- 28 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2014 and 4 closed out, a net change of +24 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2014 was Bank of New York Mellon, an estimated $7.46M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2014 was SG Americas Securities, an estimated $3.46M sold.
Based on aggregated 13F filings for Q4 2014.