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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
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$4.14K +121 +3%
SEI Investments
202
SEI Investments
Pennsylvania
$138K +$46.7K +1,364 +54%
FFW
203
Fusion Family Wealth
New York
$135K -$17.9K -522 -12%
W
204
WealthShield
North Carolina
$127K +$123K +3,585 New
WP
205
WealthShield Partners
North Carolina
$127K +$123K +3,585 New
ASN
206
Advisory Services Network
Georgia
$125K +$13.1K +384 +12%
PFA
207
Pathway Financial Advisors
Vermont
$120K +$116K +3,390 New
FPFS
208
First Personal Financial Services
North Carolina
$113K – – –
IP
209
Intellectus Partners
California
$104K – – –
AWA
210
Acorn Wealth Advisors
Michigan
$104K +$100K +2,922 New
AIP
211
Ameritas Investment Partners
Nebraska
$84K +$68 +2 +0.1%
RFC
212
Regions Financial Corp
Alabama
$78K +$75.2K +2,198 New
RCG
213
Ruggie Capital Group
Florida
$71K – – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$70K +$68.4K +1,998 New
MA
215
MUFG Americas
New York
$69K -$35.9K -1,050 -35%
SPIA
216
Steward Partners Investment Advisory
New York
$63K -$2.05K -60 -3%
UBS AM
217
UBS AM
Illinois
$54.7K +$1.75K +51 +3%
BBA
218
Braun-Bostich & Associates
Pennsylvania
$51K +$49.6K +1,449 New
YWP
219
YorkBridge Wealth Partners
New York
$46K -$51.2K -1,497 -52%
BBHC
220
Brown Brothers Harriman & Co
New York
$44K – – –
JCM
221
Jacobi Capital Management
Pennsylvania
$41K +$68 +2 +0.2%
AIM
222
Advantage Investment Management
Iowa
$37K – – –
KTC
223
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
CTB
224
Country Trust Bank
Illinois
$36K – – –
GEA
225
Glen Eagle Advisors
New Jersey
$21.2K – – –
7 8
9
10 11

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.