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WisdomTree US MidCap Dividend Fund
DON

99 hedge funds and large institutions have $378M 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.

New
Increased
Maintained
Reduced
Closed

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: $328M → $378M (+$49.6M)

1.13% less ownership

Funds ownership: 123.7% → 122.57% (-1.1%)

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
25
Increased
45
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.64M
2
Bank of America
Bank of America
North Carolina
+$5.56M
3
LW
Linscomb Wealth
Texas
+$4.8M
4
U
UBS
Switzerland
+$4.02M
5
Creative Planning
Creative Planning
Kansas
+$2.22M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$5.32M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.73M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.48M
4
AIP
ARS Investment Partners
New York
-$986K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58M +$5.64M +233,670 +11%
LW
2
Linscomb Wealth
Texas
$50.3M +$4.8M +199,050 +11%
U
3
UBS
Switzerland
$35.9M +$4.02M +166,716 +13%
Bank of America
4
Bank of America
North Carolina
$34.1M +$5.56M +230,637 +20%
Wells Fargo
5
Wells Fargo
California
$30M +$1.13M +46,998 +4%
CCMG
6
Clark Capital Management Group
Pennsylvania
$13.8M +$743K +30,798 +6%
Creative Planning
7
Creative Planning
Kansas
$12.7M +$2.22M +91,857 +22%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$11.2M +$15.1K +627 +0.1%
LPL Financial
9
LPL Financial
California
$10.1M +$1.52M +62,955 +18%
LYV
10
Live Your Vision
Pennsylvania
$8.35M -$107K -4,437 -1%
JWM
11
Jacobus Wealth Management
Wisconsin
$7.79M +$495K +20,520 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.28M +$1.49M +61,968 +32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.86M +$466K +19,299 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.73M -$76.9K -3,189 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.67M +$363K +15,039 +7%
BTS
16
BB&T Securities
Virginia
$5.05M +$1.09K +45 +0.2%
TT
17
Tower Trust
Indiana
$4.88M +$338K +14,031 +8%
Ameriprise
18
Ameriprise
Minnesota
$4.87M +$414K +17,148 +10%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M -$846K -35,052 -16%
PFM
20
Parsec Financial Management
North Carolina
$4.36M -$58.9K -2,442 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.41M -$515K -21,342 -13%
SI
22
Stephens Inc
Arkansas
$2.88M +$42K +1,740 +2%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.65M +$77.2K +3,201 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.45M -$2.73M -113,229 -54%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.36M +$255K +10,575 +13%
1
2 3 4 5

DON Hedge Fund Activity: Q4 2013 in Review

99 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2013, worth a combined $378M — up 15% from $328M 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 $378M 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.