WisdomTree US MidCap Dividend Fund
DON
212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 78
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
3.67% more ownership
Funds ownership: 132.08% → 135.75% (+3.7%)
2% more capital invested
Capital invested by funds: $1.31B → $1.35B (+$30.9M)
3% less funds holding
Funds holding: 218 → 212 (-6)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.18M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$3.84M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.89M |
| 2 |
Morgan Stanley
New York
|
-$8.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.81M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.85M |
DON Hedge Fund Activity: Q3 2017 in Review
212 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2017, worth a combined $1.35B — up 2.4% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of DON and 14 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 87 added.
The largest buyer was Ameriprise, adding an estimated $16.2M. The largest seller was Bank of New York Mellon, cutting an estimated $9.89M.
- 212 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2017, down from 218 in Q2 2017.
- Funds reported $1.35B of WisdomTree US MidCap Dividend Fund stock for Q3 2017, up 2.4% quarter-over-quarter.
- 14 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2017 and 16 closed out, a net change of -2 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2017 was Ameriprise, an estimated $16.2M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2017 was Bank of New York Mellon, an estimated $9.89M sold.
Based on aggregated 13F filings for Q3 2017.