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WisdomTree US MidCap Dividend Fund
DON

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

6% more capital invested

Capital invested by funds: $1.39B → $1.46B (+$76.5M)

2.71% more ownership

Funds ownership: 44.03% → 46.74% (+2.7%)

2% more funds holding

Funds holding: 260 → 265 (+5)

Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
+$51.2M
2
CWM
Cornerstone Wealth Management
Missouri
+$43.5M
3
SWM
SVA Wealth Management
Wisconsin
+$25.5M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.51M
5
LPL Financial
LPL Financial
California
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.2M
2
Wells Fargo
Wells Fargo
California
-$9.75M
3
Bank of America
Bank of America
North Carolina
-$4.96M
4
Ameriprise
Ameriprise
Minnesota
-$4.74M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
176
Oakworth Capital
Alabama
$298K – – –
MBT
177
Montecito Bank & Trust
California
$295K – – –
TWM
178
Titus Wealth Management
California
$290K +$57.4K +1,635 +25%
PA
179
Paracle Advisors
Washington
$290K +$285K +8,126 New
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$281K +$1.05K +30 +0.4%
EAM
181
Evanson Asset Management
California
$278K +$1.23K +35 +0.5%
APCM
182
Alaska Permanent Capital Management
Alaska
$274K +$269K +7,665 New
BHTS
183
Bar Harbor Trust Services
Maine
$268K -$6.74K -192 -2%
SCM
184
SOL Capital Management
Maryland
$268K – – –
TFCP
185
Twin Focus Capital Partners
Massachusetts
$268K – – –
PA
186
PFG Advisors
Arizona
$262K -$2.28K -65 -0.9%
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$258K – – –
SS
188
Sunbelt Securities
Texas
$257K +$252K +7,187 New
GFPC
189
Global Financial Private Capital
Florida
$252K -$82.8K -2,360 -25%
MA
190
MCF Advisors
Kentucky
$250K +$78.4K +2,234 +47%
HT
191
Heritage Trust
Oklahoma
$248K +$240K +6,827 +5,989%
1IA
192
1834 Investment Advisors
Wisconsin
$238K +$7.19K +205 +3%
LWS
193
Lucia Wealth Services
California
$236K +$38.6K +1,100 +20%
Brown Advisory
194
Brown Advisory
Maryland
$232K -$80.1K -2,283 -26%
BWA
195
BDO Wealth Advisors
Florida
$230K -$1.44K -41 -0.6%
KIA
196
KCM Investment Advisors
California
$224K +$13.3K +379 +6%
BOS
197
Bingham Osborn & Scarborough
California
$218K – – –
SEI Investments
198
SEI Investments
Pennsylvania
$216K +$79.5K +2,267 +60%
AP
199
Advisor Partners
California
$213K -$33.4K -952 -14%
FHA
200
Flagship Harbor Advisors
Massachusetts
$213K +$209K +5,968 New
6 7
8
9 10

DON Hedge Fund Activity: Q2 2018 in Review

265 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2018, worth a combined $1.46B — up 5.5% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DON positions and 14 closed out — a net gain of 8 holders — while 100 added to existing stakes and 85 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $51.2M. The largest seller was Morgan Stanley, cutting an estimated $11.2M.

  • 265 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2018, up from 260 in Q1 2018.
  • Funds reported $1.46B of WisdomTree US MidCap Dividend Fund stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 22 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2018 and 14 closed out, a net change of +8 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2018 was Financial Counselors Inc, an estimated $51.2M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q2 2018 was Morgan Stanley, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2018.