WisdomTree US MidCap Dividend Fund
279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 23 closing their positions.
0.71% more ownership
Funds ownership: 45.13% → 45.84% (+0.71%)
2% less funds holding
Funds holding: 285 → 279 (-6)
5% less capital invested
Capital invested by funds: $1.18B → $1.12B (-$60.9M)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
52% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$7.87M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.58M |
| 4 |
Goldman Sachs
New York
|
+$2.25M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$18.3M |
| 2 |
Morgan Stanley
New York
|
-$16M |
| 3 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$15.1M |
| 4 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.72M |
DON Hedge Fund Activity: Q3 2020 in Review
279 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2020, worth a combined $1.12B — down 5.1% from $1.18B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of DON and 20 opened new positions — a net loss of 3 holders — while 138 trimmed existing stakes and 66 added.
The largest buyer was CX Institutional, adding an estimated $7.87M. The largest seller was Bank of America, cutting an estimated $18.3M.
- 279 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2020, down from 285 in Q2 2020.
- Funds reported $1.12B of WisdomTree US MidCap Dividend Fund stock for Q3 2020, down 5.1% quarter-over-quarter.
- 20 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2020 and 23 closed out, a net change of -3 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2020 was CX Institutional, an estimated $7.87M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q3 2020 was Bank of America, an estimated $18.3M sold.
Based on aggregated 13F filings for Q3 2020.