WisdomTree US MidCap Dividend Fund
106 hedge funds and large institutions have $487M invested in WisdomTree US MidCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 11 closing their positions.
165% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 20
82% more capital inflows, than outflows
Capital inflows: $47.5M | Capital outflows: $26.1M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 107 → 106 (-1)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.74M |
| 4 |
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$2.52M |
| 5 |
SG Americas Securities
New York
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$5.58M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
-$3.83M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.81M |
| 4 |
Linscomb Wealth
Houston,
Texas
|
-$2.98M |
| 5 |
Bank of New York Mellon
New York
|
-$2.27M |
DON Hedge Fund Activity: Q3 2014 in Review
106 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2014, worth a combined $487M — up 0.2% from $486M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DON and 10 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 53 added.
The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Clark Capital Management Group, cutting an estimated $5.58M.
- 106 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2014, down from 107 in Q2 2014.
- Funds reported $487M of WisdomTree US MidCap Dividend Fund stock for Q3 2014, up 0.2% quarter-over-quarter.
- 10 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2014 and 11 closed out, a net change of -1 holder.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2014 was Morgan Stanley, an estimated $23.3M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2014 was Clark Capital Management Group, an estimated $5.58M sold.
Based on aggregated 13F filings for Q3 2014.