WisdomTree US MidCap Dividend Fund
310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
44% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 94
33% more call options, than puts
Call options by funds: $269K | Put options by funds: $203K
3% more funds holding
Funds holding: 301 → 310 (+9)
1% more capital invested
Capital invested by funds: $1.87B → $1.89B (+$19M)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0.38% less ownership
Funds ownership: 47.59% → 47.21% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.18M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.52M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$3.21M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.01M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$7.69M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.58M |
| 3 |
Morgan Stanley
New York
|
-$4.96M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.75M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$4.06M |
DON Hedge Fund Activity: Q3 2019 in Review
310 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2019, worth a combined $1.89B — up 1% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DON positions and 17 closed out — a net gain of 11 holders — while 135 added to existing stakes and 94 trimmed.
The largest buyer was Bank of America, adding an estimated $5.18M. The largest seller was Transamerica Financial Advisors, exiting entirely with an estimated $7.69M sold.
- 310 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2019, up from 301 in Q2 2019.
- Funds reported $1.89B of WisdomTree US MidCap Dividend Fund stock for Q3 2019, up 1% quarter-over-quarter.
- 28 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2019 and 17 closed out, a net change of +11 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2019 was Bank of America, an estimated $5.18M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2019 was Transamerica Financial Advisors, an estimated $7.69M sold.
Based on aggregated 13F filings for Q3 2019.