WisdomTree US MidCap Dividend Fund
DON
198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
118% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 44
17% more capital invested
Capital invested by funds: $938M → $1.09B (+$155M)
8% more funds holding
Funds holding: 184 → 198 (+14)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
0.26% less ownership
Funds ownership: 134.03% → 133.77% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.8M |
| 2 |
Morgan Stanley
New York
|
+$16.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$21.6M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$8.82M |
| 3 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$3.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.17M |
| 5 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$2.73M |
DON Hedge Fund Activity: Q4 2016 in Review
198 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2016, worth a combined $1.09B — up 17% from $938M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DON positions and 11 closed out — a net gain of 17 holders — while 96 added to existing stakes and 44 trimmed.
The largest buyer was Ameriprise, adding an estimated $23.8M. The largest seller was Noven Financial Group, cutting an estimated $21.6M.
- 198 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2016, up from 184 in Q3 2016.
- Funds reported $1.09B of WisdomTree US MidCap Dividend Fund stock for Q4 2016, up 17% quarter-over-quarter.
- 28 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2016 and 11 closed out, a net change of +17 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2016 was Ameriprise, an estimated $23.8M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2016 was Noven Financial Group, an estimated $21.6M sold.
Based on aggregated 13F filings for Q4 2016.