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WisdomTree US MidCap Dividend Fund

351 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 23

97% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 77

18% more capital invested

Capital invested by funds: $1.89B → $2.23B (+$343M)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

13% more funds holding

Funds holding: 310351 (+41)

6.89% more ownership

Funds ownership: 47.21%54.1% (+6.9%)

Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.92%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
69
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
Net Calls
+$346K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Advisornet Financial
Minnesota
$1.63M +$123K +3,325 +8%
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$1.57M
AIM
128
Aspen Investment Management
Michigan
$1.56M +$70.7K +1,912 +5%
PWM
129
Provident Wealth Management
Tennessee
$1.53M +$1.49M +40,268 New
CANC
130
Culbertson A N & Co
Virginia
$1.48M -$72.7K -1,965 -5%
WPIC
131
White Pine Investment Company
Michigan
$1.46M +$240K +6,487 +20%
AAS
132
Avantax Advisory Services
Texas
$1.44M +$442K +11,952 +46%
JWCA
133
J.W. Cole Advisors
Florida
$1.4M +$1.36M +36,909 New
PA
134
Pinnacle Associates
New York
$1.4M +$73.9K +1,997 +6%
HT
135
Heritage Trust
Oklahoma
$1.39M -$7.29K -197 -0.5%
NWS
136
Newport Wealth Strategies
California
$1.38M -$68.4K -1,850 -5%
EWA
137
EP Wealth Advisors
California
$1.37M +$1.33M +35,987 New
WB
138
WesBanco Bank
West Virginia
$1.37M -$16.6K -450 -1%
GFS
139
GYL Financial Synergies
Connecticut
$1.36M +$31.7K +858 +2%
WB
140
West Bancorporation
Iowa
$1.36M +$1.33M +35,877 New
MA
141
MONECO Advisors
Connecticut
$1.33M -$56.4K -1,525 -4%
Brown Advisory
142
Brown Advisory
Maryland
$1.31M +$954K +25,794 +301%
ICM
143
IMS Capital Management
Oregon
$1.27M +$90.5K +2,446 +8%
APA
144
American Portfolios Advisors
New York
$1.18M +$66.6K +1,800 +6%
TFS
145
Thoroughbred Financial Services
Tennessee
$1.13M +$19.9K +539 +2%
Jane Street
146
Jane Street
New York
$1.12M +$1.09M +29,531 New
WT
147
Whittier Trust
California
$1.11M
Citadel Advisors
148
Citadel Advisors
Florida
$1.11M -$1.49M -40,352 -58%
OWM
149
Opes Wealth Management
California
$1.11M -$201K -5,434 -16%
TNB
150
TCF National Bank
South Dakota
$1.11M +$62.5K +1,690 +6%

DON Hedge Fund Activity: Q4 2019 in Review

351 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2019, worth a combined $2.23B — up 18% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DON positions and 23 closed out — a net gain of 46 holders — while 152 added to existing stakes and 77 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $199M. The largest seller was Parsec Financial Management, cutting an estimated $4.88M.

  • 351 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2019, up from 310 in Q3 2019.
  • Funds reported $2.23B of WisdomTree US MidCap Dividend Fund stock for Q4 2019, up 18% quarter-over-quarter.
  • 69 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2019 and 23 closed out, a net change of +46 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2019 was Johanson Financial Advisors, an estimated $199M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2019 was Parsec Financial Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2019.