Nested clade analyses of phylogeographic data: testing hypotheses about gene flow and population history

Since the 1920s, population geneticists have had measures that describe how genetic variation is distributed spatially within a species' geographical range. Modern genetic survey techniques frequently yield information on the evolutionary relationships among the alleles or haplotypes as well as information on allele frequencies and their spatial distributions. This evolutionary information is often expressed in the form of an estimated haplotype or allele tree. Traditional statistics of population structure, such as F statistics, do not make use of evolutionary genealogical information, so it is necessary to develop new statistical estimators and tests that explicitly incorporate information from the haplotype tree. One such technique is to use the haplotype tree to define a nested series of branches (clades), thereby allowing an evolutionary nested analysis of the spatial distribution of genetic variation. Such a nested analysis can be performed regarding the geographical sampling locations either as categorical or continuous variables (i.e. some measure of spatial distance). It is shown that such nested phylogeographical analyses have more power to detect geographical associations than traditional, nonhistorical analyses and, as a consequence, allow a broader range of gene-flow parameters to be estimated in a precise fashion. More importantly, such nested analyses can discriminate between phylogeographical associations due to recurrent but restricted gene flow vs. historical events operating at the population level (e.g. past fragmentation, colonization, or range expansion events). Restricted gene flow and historical events can be intertwined, and the cladistic analyses can reconstruct their temporal juxtapositions, thereby yielding great insight into both the evolutionary history and population structure of the species. Examples are given that illustrate these properties, concentrating on the detection of range expansion events.     

Influence of the filamentous cyanobacterium Planktothrix agardhii on population growth and reproductive pattern of the rotifer Brachionus calyciflorus

The population dynamics of B. calyciflorus was investigated using a green alga, Monoraphidium minutum, and a blue-green alga Planktothrix agardhii as food sources, separately and as mixtures. Growth rate (r), egg ratio (ER), and juvenile development time (D _j ) were measured in the laboratory and mortality rate and embryonic development time (D _E ) were calculated. With M. minutum, Brachionus showed a typical growth curve (Monod-kinetics) dependent on food concentration. In contrast B. calyciflorus did not grow well on P. agardhii. With all food concentrations the measured growth rates were about r=0. At low food concentrations r was low with both food types, but the ER of B. calyciflorus was significantly higher with P. agardhii as food source. Furthermore the relative egg volume of females carrying one egg was higher with Planktothrix than with Monoraphidium. An addition of P. agardhii to M. minutum led to increasing growth rates. Highest growth rates were found with complementary food sources. High food concentrations of M. minutum shortened the juvenile development (D _J ) time, but D _j was uneffected by different P. agardhii food concentrations. A mixture of both algae did not shorten D _j compared with M. minutum as single food. The calculated D _E was not effected by different food qualities but the calculated mortality was nearly 3 times higher with P. agardhii as food.     

Density-dependent habitat selection: Testing the theory with fitness data

Summary According to density-dependent habitat selection theory, reproductive success should decline with increased density. Fitness should be similar between habitats if habitat selection follows an ideal free distribution; fitness should be dissimilar between habitats if habitat selection is modified by territorial behavior. I tested these assumptions by examining a variety of fitness estimates obtained from white-footed mice living in nest boxes in forest, forest edge and fencerow habitats in southwestern Ontario. As expected, mean litter size declined with increased population density. Litter sizes, adult longevity and the proportion of adult animals in breeding condition were not significantly different among the three habitats. The success at recruiting at least one offspring to the adult population and the number of recruits per litter were much greater in the forest than in either of the other two habitats. Fitness was thus unequal among habitats and the results confirm both assumptions of density-dependent habitat selection theory for territorial white-footed mice.     

Estimating divergence time with the use of microsatellite genetic distances: impacts of population growth and gene flow

Genetic distances play an important role in estimating divergence time of bifurcated populations. However, they can be greatly affected by demographic processes, such as migration and population dynamics, which complicate their interpretation. For example, the widely used distance for microsatellite loci, (deltamu)2, assumes constant population size, no gene flow, and mutation-drift equilibrium. It is shown here that (deltamu)2 strongly underestimates divergence time if populations are growing and/or connected by gene flow. In recent publications, the average estimate of divergence time between African and non-African populations obtained by using (deltamu)2 is about 34,000 years, although archaeological data show a much earlier presence of modern humans out of Africa. I introduce a different estimator of population separation time based on microsatellite statistics, T(D), that does not assume mutation-drift equilibrium, is independent of population dynamics in the absence of gene flow, and is robust to weak migration flow for growing populations. However, it requires a knowledge of the variance in the number of repeats at the beginning of population separation, V(0). One way to overcome this problem is to find minimal and maximal bounds for the variance and thus obtain the earliest and latest bounds for divergence time (this is not a confidence interval, and it simply reflects an uncertainty about the value of V(0) in an ancestral population). Another way to avoid the uncertainty is to choose from among present populations a reference whose variation is presumably close to what it might have been in an ancestral population. A different approach for using T(D) is to estimate the time difference between adjacent nodes on a phylogenetic population tree. Using data on variation at autosomal short tandem repeat loci with di-, tri-, and tetranucleotide repeats in worldwide populations, T(D) gives an estimate of 57,000 years for the separation of the out-of-Africa branch of modern humans from Africans based on the value of V(0) in the Southern American Indian populations; the earliest bound for this event has been estimated to be about 135,000 years. The data also suggest that the Asian and European populations diverged from each other about 20,000 years, after the occurrence of the out-of-Africa branch.     

Phylogeography of a specialist insect, Adelges cooleyi: historical and contemporary processes shape the distribution of population genetic variation

Adelges cooleyi is a host-alternating, gall-making insect native to the Rocky Mountains and Cascade Mountains in western North America. The insect's primary hosts are Picea (spruce) species, and its secondary host is Pseudotsuga menziesii , Douglas fir. To determine whether there are large-scale patterns of genetic variation in this specialist insect, we created molecular phylogenies of geographically separate samples of A. cooleyi using sequence data from two mitochondrial (mtDNA) genes and amplified fragment length polymorphisms (AFLPs). Three divergent mtDNA lineages were identified. Analysis of mtDNA and AFLP genetic variation revealed that samples from southeastern Arizona are genetically isolated from all other samples. AFLP data identified possible gene flow between individuals from divergent mtDNA lineages in an area in the central Rocky Mountains. Factors that likely affected divergence within A. cooleyi were identified by comparing our conclusions with well-known changes in the distribution of vegetation in response to glaciations and previous phylogeographical work conducted on this specialist insect's host-plants. In addition to documenting previously unknown patterns of genetic variation in A. cooleyi , our work provides the basis for a testable hypothesis regarding the extent to which the distribution of variation in Picea and Pseudotsuga hosts mediates the distribution of genetic variation for this specialist insect.     

Population studies on an endemic troglobitic beetle: geographical patterns of genetic variation, gene flow and genetic structure compared with morphometric data

Highly specialized obligatory cave beetles endemic to the French Pyrenees offer an opportunity to investigate the relative importance of environmental conditions and ecological characteristics on the organization of genetic variability, to describe the genetic structure of populations, and to assess the extent of gene flow between local populations in relation to geologic structure. Twenty-three geographically close populations of the beetle Speonomus hydrophilus occurring both in caves (reduced fluctuations in many abiotic parameters) and under the deepest layer of soil in mountains (more exposed to climatic variations) were studied. Significant genetic differentiation at 17 allozyme loci was found among populations in close proximity, as well as among those from distant parts of range. On a larger scale, genetic differences among populations appear to result from low dispersal rates between populations. The spatial patterning observed suggests that allozyme frequencies are not responding to environmentally controlled selection. Substantial genetic divergence (F(ST) = 0.112) occurred throughout the range, with important variation in levels of genetic variability (H: 0.065-0.184) among populations. A significant level of substructuring has occurred among the populations with four major geographic areas of similarity indicated. The substructuring of the species into regions suggests an influence of paleoclimatic gradient and paleoenvironment on the population's genetic structure. Also, founder effect and reduced gene flow appear to have influenced populations in the southeastern portion of the range.     

Characterizing the cost of oviposition in insects: a dynamic model

The development of a consensus model of insect oviposition has been impeded by an unresolved controversy regarding the importance of time costs versus egg costs in mediating the trade-off between current and future reproduction. Here I develop a dynamic optimization model that places time and egg costs in a common currency (opportunity costs expressed as decreased lifetime reproductive success) so that their relative magnitudes can be compared directly. The model incorporates stochasticity in host encounter and mortality risk as well as behavioral plasticity in response to changes in the age and egg load of the ovipositing female. The dynamic model's predictions are congruent with those of a simpler, static model: both time- and egg-mediated costs make important contributions to the overall cost of oviposition. Modest quantitative differences between the costs predicted by the static versus dynamic models show that plasticity of oviposition behavior modulates the opportunity costs incurred by reproducing females. The relative importance of egg-mediated costs increases substantially for oviposition events occurring later in life. I propose that the long debate over how to represent the cost of oviposition should be resolved not by advocating the pre-eminence of one sort of cost above all others, but rather by building models that represent the complementary roles of different costs. In particular, both time and egg costs must be recognized to produce a general model of insect oviposition that incorporates a realistic representation of the cost of reproduction. This revised version was published online in July 2006 with corrections to the Cover Date.     

Patterns of gene flow and population genetic structure in the canyon treefrog, Hyla arenicolor (Cope)

Patterns of gene flow and genetic structuring were examined in the canyon treefrog, Hyla arenicolor (Cope). Hierarchical analysis of genetic variation was performed on mitochondrial cytochrome b haplotypes from 323 individuals, representing 32 populations from previously described phylogeographic regions. Results from AMOVA revealed that 60.4-78.9% of the recovered genetic variation was the result of differences in the appointment of genetic variation between subdivisions of the primary phylogeographic regions. In contrast, populations only contained between 13.9 and 30.1% of the observed haplotypic variation. Gene flow estimates based on calculations of phi ST revealed moderate levels of gene flow within phylogeographic regions, but there was no evidence of gene flow between these regions, suggesting that geographical boundaries were probably important in the formation of phylogeographic structure in H. arenicolor. Phylogeographic regions exhibited very different patterns of gene flow. One region showed evidence of recent colonization. Another region exhibited very limited gene flow. Moderate to high estimates of gene flow were obtained for populations from two distinct phylogeographic regions characterized by mesic and xeric environments. Isolation by distance was observed in both regions suggesting that these regions are in genetic equilibrium. Because gene flow is extremely unlikely between the populations in the xeric region, this result is interpreted as historical gene flow. These results indicate that isolation-by-distance effects may still be observed even when population genetic structure and gene flow are the result of historical association.     

How river structure and biological traits influence gene flow: a population genetic study of two stream invertebrates with differing dispersal abilities

1. Determined by landscape structure as well as dispersal‐related traits of species, connectivity influences various key aspects of population biology, ranging from population persistence to genetic structure and diversity. Here, we investigated differences in small‐scale connectivity in terms of gene flow between populations of two ecologically important invertebrates with contrasting dispersal‐related traits: an amphipod (Gammarus fossarum) with a purely aquatic life cycle and a mayfly (Baetis rhodani) with a terrestrial adult stage. 2. We used highly polymorphic markers to estimate genetic differentiation between populations of both species within a Swiss pre‐alpine catchment and compared these results to the broader‐scale genetic structure within the Rhine drainage. Landscape genetic approaches were used to test for correlations of genetic and geographical structures and in‐stream barrier effects. 3. We found overall very weak genetic structure in populations of B. rhodani. In contrast, G. fossarum showed strong genetic differentiation, even at spatial scales of a few kilometres, and a clear pattern of isolation by distance. Genetic diversity decreased from downstream towards upstream populations of G. fossarum, suggesting asymmetric gene flow. Correlation of genetic structure with landscape topography was more pronounced in the amphipod. Our study also indicates that G. fossarum might be capable of dispersing overland in headwater regions and of crossing small in‐stream barriers. 4. We speculate that differences in dispersal capacity but also habitat specialisation and potentially the extent of local adaptation could be responsible for the differences in genetic differentiation found between the two species. These results highlight the importance of taking into account dispersal‐related traits when planning management and conservation strategies.     

Revisiting the homoiology hypothesis: the impact of phenotypic plasticity on the reconstruction of human population history from craniometric data

Homoiologies are homoplasies that are caused by nongenetic environmental factors. The homoiology hypothesis predicts that osseous regions subject to repeated biomechanical stress during growth should be more variable and, therefore, less reliable for the reconstruction of phylogeny compared with osseous regions relatively unaffected by stress. Previous studies based on the analysis of multiple primate species found that regions of the cranium subject to masticatory-induced stress were significantly more variable than non-masticatory regions, as predicted by the homoiology hypothesis. However, these studies also found that the masticatory regions were no less reliable for reconstructing primate phylogenetic relationships when subjected to parsimony analysis. It was suggested, therefore, that homoiology may be a more potent problem for the reconstruction of phylogeny at the intraspecific level rather than interspecific phylogenetics. This suggestion was tested here using matched molecular and craniometric data for 12 modern human populations. The results show that, as predicted by the homoiology hypothesis, regions of the human cranium related to mastication were more variable than non-masticatory regions. However, masticatory regions were no less reliable for inferring human population history. Therefore, the results match those found from the interspecific analysis of primate species and do not support the suggestion that homoiology is a greater problem for the analysis of intraspecific taxa. The results also suggest that within-taxon variability cannot be relied upon to predict the phylogenetic efficacy of morphometric characters.     

Sex differences in mortality of Japanese macaques: Twenty-one years of data from the Arashiyama West population

Theorists argue that mortality in male mammals should be higher than that of females, and many studies of primates followed across the life course have found this to be the case. This study examines mortality patterns in the rapidly expanding Arashiyama West (Texas) population of Japanese macaques (Macaca fuscata) and finds that males have a significantly lower median survival age (12.2 years) in comparison to females (20.5 years). Males and females are born in equal proportions, but by adulthood there are 2–5 females to every male. Males are at higher risk of falling victim to infectious diseases and human-related causes of death, and they are more likely to “disappear” from the population, which is inferred to result largely from emigration. There are no significant sex differences in the risks of dying from predation, non-infectious illnesses, neonatal defect, or social stress. Males become more susceptible to mortality than females once they reach sexual maturity, and they remain at greater risk than females until their old age. There is no evidence that one sex or the other is at greater risk of dying as infants, or as juveniles. Comparing males of different age classes, adolescent and adult males are more likely to die and to disappear than are juvenile males. These findings support the “high-risk, high-gain” hypothesis that males are mainly lost to the population because of their risk-taking behaviors after sexual maturity, rather than the “fragile male” hypothesis that males are more vulnerable to mortality during the period of growth and development. Am J Phys Anthropol 102:161–175, 1997 © 1997 Wiley-Liss, Inc.     

Spatial genetic structure of the mountain pine beetle (Dendroctonus ponderosae) outbreak in western Canada: historical patterns and contemporary dispersal

Environmental change has a wide range of ecological consequences, including species extinction and range expansion. Many studies have shown that insect species respond rapidly to climatic change. A mountain pine beetle epidemic of record size in North America has led to unprecedented mortality of lodgepole pine, and a significant range expansion to the northeast of its historic range. Our goal was to determine the spatial genetic variation found among outbreak population from which genetic structure, and dispersal patterns may be inferred. Beetles from 49 sampling locations throughout the outbreak area in western Canada were analysed at 13 microsatellite loci. We found significant north-south population structure as evidenced by: (i) Bayesian-based analyses, (ii) north-south genetic relationships and diversity gradients; and (iii) a lack of isolation-by-distance in the northernmost cluster. The north-south structure is proposed to have arisen from the processes of postglacial colonization as well as recent climate-driven changes in population dynamics. Our data support the hypothesis of multiple sources of origin for the outbreak and point to the need for population specific information to improve our understanding and management of outbreaks. The recent range expansion across the Rocky Mountains into the jack/lodgepole hybrid and pure jack pine zones of northern Alberta is consistent with a northern British Columbia origin. We detected no loss of genetic variability in these populations, indicating that the evolutionary potential of mountain pine beetle to adapt has not been reduced by founder events. This study illustrates a rapid range-wide response to the removal of climatic constraints, and the potential for range expansion of a regional population.     

Global population genetic structure and male-mediated gene flow in the green sea turtle (Chelonia mydas): analysis of microsatellite loci

We assessed the degree of population subdivision among global populations of green sea turtles, Chelonia mydas, using four microsatellite loci. Previously, a single-copy nuclear DNA study indicated significant male-mediated gene flow among populations alternately fixed for different mitochondrial DNA haplotypes and that genetic divergence between populations in the Atlantic and Pacific Oceans was more common than subdivisions among populations within ocean basins. Even so, overall levels of variation at single-copy loci were low and inferences were limited. Here, the markedly more variable microsatellite loci confirm the presence of male-mediated gene flow among populations within ocean basins. This analysis generally confirms the genetic divergence between the Atlantic and Pacific. As with the previous study, phylogenetic analyses of genetic distances based on the microsatellite loci indicate a close genetic relationship among eastern Atlantic and Indian Ocean populations. Unlike the single-copy study, however, the results here cannot be attributed to an artifact of general low variability and likely represent recent or ongoing migration between ocean basins. Sequence analyses of regions flanking the microsatellite repeat reveal considerable amounts of cryptic variation and homoplasy and significantly aid in our understanding of population connectivity. Assessment of the allele frequency distributions indicates that at least some of the loci may not be evolving by the stepwise mutation model.     

A coalescent framework for comparing alternative models of population structure with genetic data: evolution of Celebes toads

Isolation of populations eventually leads to divergence by genetic drift, but if connectivity varies over time, its impact on diversification may be difficult to discern. Even when the habitat patches of multiple species overlap, differences in their demographic parameters, molecular evolution and stochastic events contribute to differences in the magnitude and distribution of their genetic variation. The Indonesian island of Sulawesi, for example, harbours a suite of endemic species whose intraspecific differentiation or interspecific divergence may have been catalysed by habitat fragmentation. To further test this hypothesis, we have performed phylogenetic and coalescent-based analyses on molecular variation in mitochondrial and nuclear DNA of the Celebes toad (Bufo celebensis). Results support a role for habitat fragmentation that led to a population structure in these toads that closely matches distributions of Sulawesi macaque monkeys. Habitat fragmentation, therefore, may also have affected other groups on this island.     

Discriminating the impact of recent human mediated stock transfer from historical gene flow on genetic structure of European grayling Thymallus thymallus L.

Microsatellite markers were first used to partition individuals of European grayling Thymallus thymallus , from the Danube, Rhine and Main, and Elbe drainage systems into subpopulations and to estimate individual immigrant ancestries over the last few generations. Subsequently, the studied populations were 'purged' from recent immigrants and the proportions of evolutionary lineages within the 'purged' populations were re-estimated by applying mtDNA markers. The results confirmed a high level of admixture of the divergent mtDNA lineages ( i.e. natural secondary contact) in populations sampled at the contact zones of the drainages. In addition, a substantial amount of introgression was observed for several populations that were known to be affected by stocking of European grayling from different origins.     

The effects of parasitoid fecundity and host taxon on the biological control of insect pests: the relationship between theory and data

1. A simple, intuitive argument and the tenets of the biological control literature both suggest that, in general, parasitoids with a greater fecundity will provide better control of their hosts, and will thus be better biological control agents. 2. A model of host-parasitoid dynamics, based on the standard Thompson–Nicholson–Bailey approach and incorporating the effects of parasitoid fecundity-limitation and host density-dependence, also indicates that as parasitoid fecundity decreases so does local stability and the degree of host suppression. 3. A taxonomically diverse data set obtained from the biological control record failed to support this theoretical prediction, but at the same time indicated a strong effect of host taxon on the outcome of biological control. 4. The hypothesis that the fecundity of parasitoids is correlated positively with their ability to suppress host populations is supported by data exclusively from the host order Lepidoptera. 5. Possible explanations for the divergence between the fecundity-limitation hypothesis and the complete data set include: the ability of parasitoids to provide long-term control of pests without the presence of a stable host–parasitoid equilibrium; differences between the concepts of successful control in theory and practice; evolutionary trade-offs between fecundity and other parasitoid life-history features, such as search efficiency, leading to better pest control by parasitoids with low fecundity; and differing windows of vulnerability to parasitoid attack between host taxa.     

Genetic structure in the Mediterranean seagrass Posidonia oceanica: disentangling past vicariance events from contemporary patterns of gene flow

The Mediterranean Sea is a two‐basin system, with the boundary zone restricted to the Strait of Sicily and the narrow Strait of Messina. Two main population groups are recognized in the Mediterranean endemic seagrass Posidonia oceanica, corresponding to the Western and the Eastern basins. To address the nature of the East–West cleavage in P. oceanica, the main aims of this study were: (i) to define the genetic structure within the potential contact zone (i.e. the Strait of Sicily) and clarify the extent of gene flow between the two population groups, and (ii) to investigate the role of present water circulation patterns vs. past evolutionary events on the observed genetic pattern. To achieve these goals, we utilized SSR markers and we simulated, with respect to current regime, the possible present‐day dispersal pattern of Posidonia floating fruits using 28‐day numerical Lagrangian trajectories. The results obtained confirm the presence of the two main population groups, without any indices of reproductive isolation, with the break zone located at the level of the Southern tip of Calabria. The populations in the Strait of Sicily showed higher affinity with Western than with Eastern populations. This pattern of genetic structure probably reflects historical avenues of recolonization from relict glacial areas and past vicariance events, but seems to persist as a result of the low connectivity among populations via marine currents, as suggested by our dispersal simulation analysis.     

Living with the genetic signature of Miocene induced change: evidence from the phylogeographic structure of the endemic angulate tortoise Chersina angulata

The phylogeographic structure of the monotypic endemic southern African angulate tortoise Chersina angulata was investigated throughout its distribution with the use of partial sequences from three mtDNA loci (COI, cyt b and ND4). Phylogeographic and phylogenetic structuring obtained for the three mtDNA markers were highly congruent and suggested the presence of two genetically distinct, reciprocally monophyletic evolutionary lineages. Group one contained two subclades with haplotypes from the north-western Cape and south-western Cape, respectively, while haplotypes from the southern Cape comprised group two. The two major clades were separated by nine and eight mutational steps for COI and ND4, respectively. Of the three mtDNA gene regions examined, the ND4 partial sequence contained the most phylogenetic signal. Haplotype diversity was generally low and we recovered 34 haplotypes for the 125 animals sequenced for the ND4 subunit. Nested clade analyses performed on the variable ND4 partial sequences suggested the presence of two major refugial areas for this species. The demographic history of the taxon was characterised by range expansion and prolonged historical fragmentation. Divergence time estimates suggest that the temporal and spatial distribution of the taxon was sculpted by changes in temperature and rainfall patterns since the late Miocene. Corroborative evidence from other reptiles is also suggestive of a late Miocene divergence, indicating that this was a major epoch for cladogenesis in southern Africa. Apart from the genetic differences between the two major clades, we also note morphometric and behavioural differences, alluding to the presence of two putative taxa nested within C. angulata.     

Microsatellite and morphometric variation in Drosophila gouveai: the relative importance of historical and current factors in shaping the genetic population structure

Drosophila gouveai is a cactus-breeding species with a naturally fragmented distribution in central-western and southeastern Brazil. In this study, a neutral genetic marker (microsatellite DNA) and a quantitative trait (wing morphology) were used to investigate the population structure of eight populations of D. gouveai . Quantitative analysis was done using a morphometric approach and multivariate analysis of 17 wing parameters. Drosophila gouveai showed a large degree of genetic population differentiation ( F _ST = 0.245). A molecular analysis of variance showed that the population structure was attributable mainly to genetic differences among the population groups, which were correlated with regional groupings. A Bayesian cluster analysis also identified the same regional groupings as contributing to the population structure. Assignment tests revealed that the current gene flow was very restricted. The divergence in wing morphology among populations was also high, and revealed a geographical pattern that conformed to a latitudinal cline. In contrast to current factors such as migration-drift equilibrium, these results indicated that the genetic population structure of D. gouveai was shaped predominantly by historical factors.