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WisdomTree US MidCap Dividend Fund

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

118% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 44

17% more capital invested

Capital invested by funds: $938M → $1.09B (+$155M)

8% more funds holding

Funds holding: 184198 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.26% less ownership

Funds ownership: 134.03%133.77% (-0.26%)

Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$145M +$16.4M +536,205 +13%
Bank of America
2
Bank of America
North Carolina
$102M +$16M +522,690 +19%
Ameriprise
3
Ameriprise
Minnesota
$82.6M +$23.8M +779,832 +42%
UBS Group
4
UBS Group
Switzerland
$75M +$13.9M +454,731 +24%
Wells Fargo
5
Wells Fargo
California
$68.3M +$6.88M +225,504 +12%
LW
6
Linscomb Wealth
Texas
$65.4M -$279K -9,147 -0.4%
Creative Planning
7
Creative Planning
Kansas
$29.9M +$302K +9,909 +1%
LPL Financial
8
LPL Financial
California
$29.8M +$5.52M +180,729 +24%
PFM
9
Parsec Financial Management
North Carolina
$26.5M +$227K +7,437 +0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.5M +$3.28M +107,511 +16%
SWM
11
SVA Wealth Management
Wisconsin
$21.7M +$1.24M +40,668 +6%
RJA
12
Raymond James & Associates
Florida
$18.1M +$2.11M +69,072 +14%
NFG
13
Noven Financial Group
Colorado
$15.3M -$21.6M -706,533 -59%
HNB
14
Huntington National Bank
Ohio
$15.2M
CCP
15
Cardan Capital Partners
Colorado
$14.9M +$363K +11,904 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.5M +$1.4M +45,858 +13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$12.3M +$1.04M +34,107 +10%
JWM
18
Jacobus Wealth Management
Wisconsin
$11.2M +$380K +12,438 +4%
Goldman Sachs
19
Goldman Sachs
New York
$10.4M +$2.13M +69,762 +27%
NFG
20
NewFocus Financial Group
Washington
$10.4M +$316K +10,347 +3%
UCFA
21
United Capital Financial Advisors
Texas
$10.1M +$93.4K +3,060 +1%
PMG
22
ProVise Management Group
Florida
$9.56M +$985K +32,274 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.38M +$2.92M +95,604 +47%
LYV
24
Live Your Vision
Pennsylvania
$9.13M +$67.2K +2,202 +0.8%
SEIA
25
Signature Estate & Investment Advisors
California
$8.26M -$1.09M -35,691 -12%

DON Hedge Fund Activity: Q4 2016 in Review

198 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2016, worth a combined $1.09B — up 17% from $938M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DON positions and 11 closed out — a net gain of 17 holders — while 96 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.8M. The largest seller was Noven Financial Group, cutting an estimated $21.6M.

  • 198 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2016, up from 184 in Q3 2016.
  • Funds reported $1.09B of WisdomTree US MidCap Dividend Fund stock for Q4 2016, up 17% quarter-over-quarter.
  • 28 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2016 and 11 closed out, a net change of +17 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2016 was Ameriprise, an estimated $23.8M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q4 2016 was Noven Financial Group, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2016.