WisdomTree US MidCap Dividend Fund
99 hedge funds and large institutions have $373M invested in WisdomTree US MidCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 5 closing their positions.
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
165% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 17
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more funds holding
Funds holding: 81 → 99 (+18)
15% more capital invested
Capital invested by funds: $324M → $373M (+$49.3M)
1.13% less ownership
Funds ownership: 123.7% → 122.57% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.64M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.56M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
+$4.8M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$4.02M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.32M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.73M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.48M |
| 4 |
AIP
ARS Investment Partners
New York
|
-$986K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$846K |
DON Hedge Fund Activity: Q4 2013 in Review
99 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2013, worth a combined $373M — up 15% from $324M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DON positions and 5 closed out — a net gain of 20 holders — while 45 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.64M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $5.32M sold.
- 99 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2013, up from 81 in Q3 2013.
- Funds reported $373M of WisdomTree US MidCap Dividend Fund stock for Q4 2013, up 15% quarter-over-quarter.
- 25 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2013 and 5 closed out, a net change of +20 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2013 was Morgan Stanley, an estimated $5.64M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2013 was United Capital Financial Advisors, an estimated $5.32M sold.
Based on aggregated 13F filings for Q4 2013.