WisdomTree US MidCap Dividend Fund
270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
30% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 80
7% more capital invested
Capital invested by funds: $1.46B → $1.57B (+$108M)
2% more funds holding
Funds holding: 265 → 270 (+5)
1.69% less ownership
Funds ownership: 46.74% → 45.05% (-1.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $277K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.34M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.56M |
| 3 |
Jane Street
New York
|
+$7.42M |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$5.82M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$54.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.9M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.83M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.56M |
DON Hedge Fund Activity: Q3 2018 in Review
270 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2018, worth a combined $1.57B — up 7.4% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DON positions and 19 closed out — a net gain of 7 holders — while 104 added to existing stakes and 80 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.34M. The largest seller was Financial Counselors Inc, cutting an estimated $54.1M.
- 270 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2018, up from 265 in Q2 2018.
- Funds reported $1.57B of WisdomTree US MidCap Dividend Fund stock for Q3 2018, up 7.4% quarter-over-quarter.
- 26 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2018 and 19 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2018 was Morgan Stanley, an estimated $9.34M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2018 was Financial Counselors Inc, an estimated $54.1M sold.
Based on aggregated 13F filings for Q3 2018.