WisdomTree US MidCap Dividend Fund
136 hedge funds and large institutions have $694M invested in WisdomTree US MidCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 9 closing their positions.
154% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 28
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
19% more capital invested
Capital invested by funds: $585M → $694M (+$109M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% more funds holding
Funds holding: 129 → 136 (+7)
0.56% less ownership
Funds ownership: 131.04% → 130.48% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 3 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$10.2M |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$9.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.43M |
| 2 |
Bank of New York Mellon
New York
|
-$3.76M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.74M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$1.58M |
| 5 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$774K |
DON Hedge Fund Activity: Q1 2015 in Review
136 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2015, worth a combined $694M — up 19% from $585M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DON positions and 9 closed out — a net gain of 9 holders — while 71 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Jane Street, cutting an estimated $6.43M.
- 136 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2015, up from 129 in Q4 2014.
- Funds reported $694M of WisdomTree US MidCap Dividend Fund stock for Q1 2015, up 19% quarter-over-quarter.
- 18 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2015 and 9 closed out, a net change of +9 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2015 was Morgan Stanley, an estimated $13.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2015 was Jane Street, an estimated $6.43M sold.
Based on aggregated 13F filings for Q1 2015.