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WisdomTree US MidCap Dividend Fund
DON

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 66

16% more funds holding

Funds holding: 212 → 246 (+34)

7% more capital invested

Capital invested by funds: $1.35B → $1.44B (+$96.3M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

90.83% less ownership

Funds ownership: 135.75% → 44.93% (-91%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $35K

Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.58%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$13.4M
2
CRC
Curi RMB Capital
Illinois
+$9.01M
3
LPL Financial
LPL Financial
California
+$4.94M
4
Jane Street
Jane Street
New York
+$4.51M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.6M
2
LYV
Live Your Vision
Pennsylvania
-$8.47M
3
LW
Linscomb Wealth
Texas
-$6.14M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.03M
5
TSS
Two Sigma Securities
New York
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$312K +$5.27K +154 +2%
Brown Advisory
177
Brown Advisory
Maryland
$302K – – –
OC
178
Oakworth Capital
Alabama
$292K +$68 +2 +0%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$281K +$1.2K +35 +0.4%
CA
180
Clearstead Advisors
Ohio
$271K -$314K -9,180 -54%
EAM
181
Evanson Asset Management
California
$270K +$1.51K +44 +0.6%
PFPT
182
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K +$17.8K +519 +7%
PA
183
PFG Advisors
Arizona
$267K +$259K +7,566 New
AWM
184
AE Wealth Management
Kansas
$266K +$258K +7,534 New
SCM
185
SOL Capital Management
Maryland
$265K – – –
BBPWM
186
Blue Bell Private Wealth Management
Pennsylvania
$264K – – –
HCA
187
Harbour Capital Advisors
Virginia
$257K – – –
VA
188
Valmark Advisers
Ohio
$257K – – –
CBU
189
CIBC Bank USA
Illinois
$246K -$64.2K -1,875 -21%
AP
190
Advisor Partners
California
$245K +$231K +6,760 New
KIA
191
KCM Investment Advisors
California
$234K +$68 +2 +0%
WA
192
Wealth Architects
California
$221K +$214K +6,258 New
DAS
193
Dynamic Advisor Solutions
Arizona
$218K +$211K +6,165 New
BOS
194
Bingham Osborn & Scarborough
California
$215K +$208K +6,093 New
CFA
195
Carroll Financial Associates
North Carolina
$202K – – –
XS
196
XML Securities
Maryland
$196K +$191K +5,576 New
ADL
197
Asset Dedication LLC
California
$176K +$68.9K +2,013 +67%
MA
198
MCF Advisors
Kentucky
$168K – – –
1IA
199
1834 Investment Advisors
Wisconsin
$162K +$157K +4,601 New
CA
200
Calton & Associates
Florida
$155K +$146K +4,274 New
6 7
8
9 10

DON Hedge Fund Activity: Q4 2017 in Review

246 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2017, worth a combined $1.44B — up 7.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DON positions and 15 closed out — a net gain of 37 holders — while 96 added to existing stakes and 66 trimmed.

The largest buyer was Ameriprise, adding an estimated $13.4M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 246 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2017, up from 212 in Q3 2017.
  • Funds reported $1.44B of WisdomTree US MidCap Dividend Fund stock for Q4 2017, up 7.2% quarter-over-quarter.
  • 52 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2017 and 15 closed out, a net change of +37 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $13.4M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2017 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2017.