WisdomTree US MidCap Dividend Fund
81 hedge funds and large institutions have $324M invested in WisdomTree US MidCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 7 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
25% more capital invested
Capital invested by funds: $259M → $324M (+$65.3M)
7% more funds holding
Funds holding: 76 → 81 (+5)
2.32% more ownership
Funds ownership: 121.38% → 123.7% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.5M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
+$5.78M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.26M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$5.12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.89M |
| 2 |
IT
Investors Trust
Dallas,
Texas
|
-$3.08M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$2.96M |
| 4 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$833K |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$379K |
DON Hedge Fund Activity: Q3 2013 in Review
81 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2013, worth a combined $324M — up 25% from $259M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DON positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.89M sold.
- 81 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2013, up from 76 in Q2 2013.
- Funds reported $324M of WisdomTree US MidCap Dividend Fund stock for Q3 2013, up 25% quarter-over-quarter.
- 12 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2013 and 7 closed out, a net change of +5 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2013 was Morgan Stanley, an estimated $10.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $4.89M sold.
Based on aggregated 13F filings for Q3 2013.