WisdomTree US MidCap Dividend Fund
167 hedge funds and large institutions have $799M invested in WisdomTree US MidCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 37 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
116% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 37
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
11% more capital invested
Capital invested by funds: $719M → $799M (+$80.8M)
8% more funds holding
Funds holding: 154 → 167 (+13)
5.86% less ownership
Funds ownership: 135.05% → 129.19% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.56M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.46M |
| 4 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$7.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$15.6M |
| 2 |
Bank of New York Mellon
New York
|
-$6.76M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$5.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.26M |
| 5 |
SG Americas Securities
New York
|
-$2.68M |
DON Hedge Fund Activity: Q2 2016 in Review
167 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2016, worth a combined $799M — up 11% from $719M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DON positions and 6 closed out — a net gain of 13 holders — while 80 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was LPL Financial, cutting an estimated $15.6M.
- 167 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2016, up from 154 in Q1 2016.
- Funds reported $799M of WisdomTree US MidCap Dividend Fund stock for Q2 2016, up 11% quarter-over-quarter.
- 19 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2016 and 6 closed out, a net change of +13 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2016 was Morgan Stanley, an estimated $10M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2016 was LPL Financial, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2016.