WisdomTree US MidCap Dividend Fund
154 hedge funds and large institutions have $719M invested in WisdomTree US MidCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 16 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
2% more capital invested
Capital invested by funds: $704M → $719M (+$14.1M)
0% more funds holding
Funds holding: 154 → 154 (0)
3.7% less ownership
Funds ownership: 138.75% → 135.05% (-3.7%)
27% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$13.5M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.13M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$4.02M |
| 4 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$2.83M |
| 5 |
SG Americas Securities
New York
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.4M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$8.16M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$6.41M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.04M |
DON Hedge Fund Activity: Q1 2016 in Review
154 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2016, worth a combined $719M — up 2% from $704M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DON positions and 16 closed out — a net gain of 1 holder — while 47 added to existing stakes and 64 trimmed.
The largest buyer was Noven Financial Group, opening a new position worth an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.
- 154 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $719M of WisdomTree US MidCap Dividend Fund stock for Q1 2016, up 2% quarter-over-quarter.
- 17 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2016 and 16 closed out, a net change of +1 holder.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2016 was Noven Financial Group, an estimated $13.5M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q1 2016 was Morgan Stanley, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2016.