WisdomTree US MidCap Dividend Fund
260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
13% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 89
6% more funds holding
Funds holding: 246 → 260 (+14)
0.9% less ownership
Funds ownership: 44.93% → 44.03% (-0.9%)
4% less capital invested
Capital invested by funds: $1.44B → $1.39B (-$55.9M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$10.7M |
| 2 |
Bank of New York Mellon
New York
|
+$8.12M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$3.08M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$2.81M |
| 5 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22M |
| 2 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$21.8M |
| 3 |
Jane Street
New York
|
-$7.93M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.17M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.72M |
DON Hedge Fund Activity: Q1 2018 in Review
260 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2018, worth a combined $1.39B — down 3.9% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DON positions and 16 closed out — a net gain of 17 holders — while 101 added to existing stakes and 89 trimmed.
The largest buyer was Inspirion Wealth Advisors, adding an estimated $10.7M. The largest seller was Morgan Stanley, cutting an estimated $22M.
- 260 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2018, up from 246 in Q4 2017.
- Funds reported $1.39B of WisdomTree US MidCap Dividend Fund stock for Q1 2018, down 3.9% quarter-over-quarter.
- 33 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2018 and 16 closed out, a net change of +17 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2018 was Inspirion Wealth Advisors, an estimated $10.7M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2018 was Morgan Stanley, an estimated $22M sold.
Based on aggregated 13F filings for Q1 2018.