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WisdomTree US MidCap Dividend Fund

351 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 23

97% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 77

18% more capital invested

Capital invested by funds: $1.89B → $2.23B (+$343M)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

13% more funds holding

Funds holding: 310351 (+41)

6.89% more ownership

Funds ownership: 47.21%54.1% (+6.9%)

Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.92%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
69
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
Net Calls
+$346K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$725K +$415K +11,216 +143%
BRWA
177
B. Riley Wealth Advisors
Florida
$722K +$34.9K +945 +5%
TCB
178
Texas Capital Bancshares
Texas
$705K
CFD
179
Creative Financial Designs
Indiana
$701K -$94.3K -2,550 -12%
SFG
180
Sowa Financial Group
Rhode Island
$687K +$668K +18,061 New
SC
181
SouthState Corp
Florida
$675K
LNC
182
Lincoln National Corp
Pennsylvania
$665K +$10.1K +272 +2%
WA
183
Wambolt & Associates
Colorado
$663K +$555 +15 +0.1%
MC
184
Moors & Cabot
Massachusetts
$653K -$26K -702 -4%
CFA
185
Cahill Financial Advisors
Minnesota
$638K +$380K +10,263 +158%
VWM
186
Vigilare Wealth Management
Arizona
$632K +$628K +16,989 New
DWT
187
Dorsey & Whitney Trust
South Dakota
$622K
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$173K +4,669 +42%
PG
189
Patten Group
Tennessee
$593K +$3.14K +85 +0.5%
MGIA
190
Moneta Group Investment Advisors
Missouri
$591K +$111 +3 +0%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$589K
BZWA
192
Blue Zone Wealth Advisors
California
$588K +$572K +15,463 New
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$580K +$35.6K +963 +7%
SFS
194
Sowell Financial Services
Arkansas
$577K -$41.9K -1,134 -7%
Cerity Partners
195
Cerity Partners
New York
$573K +$557K +15,071 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$562K +$548K +14,816 New
KFI
197
Key Financial Inc
Pennsylvania
$561K +$545K +14,748 New
PWMAG
198
Pinnacle Wealth Management Advisory Group
New Jersey
$542K +$5.44K +147 +1%
MOS
199
MGO One Seven
Ohio
$510K +$26.9K +728 +6%
LWS
200
Lucia Wealth Services
California
$479K +$37K +1,000 +9%

DON Hedge Fund Activity: Q4 2019 in Review

351 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2019, worth a combined $2.23B — up 18% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DON positions and 23 closed out — a net gain of 46 holders — while 152 added to existing stakes and 77 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $199M. The largest seller was Parsec Financial Management, cutting an estimated $4.88M.

  • 351 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2019, up from 310 in Q3 2019.
  • Funds reported $2.23B of WisdomTree US MidCap Dividend Fund stock for Q4 2019, up 18% quarter-over-quarter.
  • 69 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2019 and 23 closed out, a net change of +46 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2019 was Johanson Financial Advisors, an estimated $199M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2019 was Parsec Financial Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2019.