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WisdomTree US MidCap Dividend Fund
DON

76 hedge funds and large institutions have $258M invested in WisdomTree US MidCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 76 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

121.38% more ownership

Funds ownership: 0% → 121.38% (+121%)

Holders
76
Holders Change
+76
Holders Change %
–
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
76
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.8M +$36.1M +1,640,025 New
LW
2
Linscomb Wealth
Texas
$34.3M +$34.6M +1,570,893 New
U
3
UBS
Switzerland
$30.7M +$30.9M +1,405,602 New
Wells Fargo
4
Wells Fargo
California
$25M +$25.2M +1,145,481 New
Bank of America
5
Bank of America
North Carolina
$22.1M +$22.2M +1,010,574 New
CCMG
6
Clark Capital Management Group
Pennsylvania
$10.6M +$10.6M +483,165 New
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$8.84M +$8.91M +404,607 New
LYV
8
Live Your Vision
Pennsylvania
$7.45M +$7.28M +330,756 New
Creative Planning
9
Creative Planning
Kansas
$6.08M +$6.12M +278,037 New
JWM
10
Jacobus Wealth Management
Wisconsin
$5.69M +$5.73M +260,358 New
LPL Financial
11
LPL Financial
California
$4.97M +$5M +227,250 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.89M +$4.92M +223,626 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.38M +$4.41M +200,517 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.08M +$4.11M +186,684 New
PFM
15
Parsec Financial Management
North Carolina
$4.02M +$4.05M +184,044 New
TT
16
Tower Trust
Indiana
$3.69M +$3.72M +169,056 New
Ameriprise
17
Ameriprise
Minnesota
$3.38M +$3.41M +154,884 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.21M +$3.23M +146,910 New
IT
19
Investors Trust
Texas
$3.08M +$3.1M +140,886 New
JP Morgan Chase
20
JP Morgan Chase
New York
$2.61M +$2.63M +119,367 New
SI
21
Stephens Inc
Arkansas
$2.39M +$2.41M +109,530 New
BCI
22
Brinker Capital Investments
Pennsylvania
$2.19M +$2.21M +100,374 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.66M +75,381 New
SF
24
Synovus Financial
Georgia
$1.6M +$1.61M +73,260 New
AIG
25
American International Group
New York
$1.41M +$1.42M +64,629 New
1
2 3 4

DON Hedge Fund Activity: Q2 2013 in Review

76 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2013, worth a combined $258M.

Buyers outnumbered sellers: 76 funds opened new DON positions and 0 closed out — a net gain of 76 holders — while 0 added to existing stakes and 0 trimmed.

  • 76 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $258M of WisdomTree US MidCap Dividend Fund stock for Q2 2013.
  • 76 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +76 holders.

Based on aggregated 13F filings for Q2 2013.