WisdomTree US MidCap Dividend Fund
DON
107 hedge funds and large institutions have $490M invested in WisdomTree US MidCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 8 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 22
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
17% more capital invested
Capital invested by funds: $418M → $490M (+$71.9M)
3% more funds holding
Funds holding: 104 → 107 (+3)
2.19% more ownership
Funds ownership: 124.93% → 127.11% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.6M |
| 2 |
Morgan Stanley
New York
|
+$5.88M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$5.05M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.63M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$8.29M |
| 2 |
Bank of New York Mellon
New York
|
-$2.13M |
| 3 |
FNBOO
First National Bank of Omaha
Omaha,
Nebraska
|
-$1.2M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$819K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$623K |
DON Hedge Fund Activity: Q2 2014 in Review
107 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2014, worth a combined $490M — up 17% from $418M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DON positions and 8 closed out — a net gain of 4 holders — while 52 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $16.6M. The largest seller was Jacobus Wealth Management, cutting an estimated $8.29M.
- 107 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2014, up from 104 in Q1 2014.
- Funds reported $490M of WisdomTree US MidCap Dividend Fund stock for Q2 2014, up 17% quarter-over-quarter.
- 12 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2014 and 8 closed out, a net change of +4 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2014 was Bank of America, an estimated $16.6M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q2 2014 was Jacobus Wealth Management, an estimated $8.29M sold.
Based on aggregated 13F filings for Q2 2014.