WisdomTree International MidCap Dividend Fund
DIM
33 hedge funds and large institutions have $43.2M invested in WisdomTree International MidCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $39.1M → $43.2M (+$4.04M)
3% more funds holding
Funds holding: 32 → 33 (+1)
0.39% less ownership
Funds ownership: 33.83% → 33.44% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
+$1.05M |
| 2 |
Bank of New York Mellon
New York
|
+$484K |
| 3 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$229K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$225K |
| 5 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.41M |
| 2 |
Goldman Sachs
New York
|
-$927K |
| 3 |
LWI
Long Wharf Investors
Boston,
Massachusetts
|
-$450K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$358K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $51K | +$19.8K | +368 | +68% |
|
|
CFS
27
Community Financial System
Dewitt,
New York
| $49K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $37K | – | – | – |
|
|
MFS
29
MSI Financial Services
Springfield,
Massachusetts
| $37K | +$10.2K | +190 | +40% |
|
30
Ameriprise
Minneapolis,
Minnesota
| $34K | +$915 | +17 | +3% |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| $8K | +$8.08K | +150 | New |
|
|
TFA
32
Transamerica Financial Advisors
St. Petersburg,
Florida
| $7K | +$6.25K | +116 | New |
|
|
NES
33
New England Securities
New York
| $1K | – | – | – |
|
|
34
Jane Street
New York
| – | -$1.41M | -28,093 | Closed |
|
|
35
Goldman Sachs
New York
| – | -$927K | -18,432 | Closed |
|
DIM Hedge Fund Activity: Q3 2013 in Review
33 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2013, worth a combined $43.2M — up 10% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIM positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Spinnaker Trust, adding an estimated $1.05M. The largest seller was Jane Street, exiting entirely with an estimated $1.41M sold.
- 33 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2013, up from 32 in Q2 2013.
- Funds reported $43.2M of WisdomTree International MidCap Dividend Fund stock for Q3 2013, up 10% quarter-over-quarter.
- 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2013 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2013 was Spinnaker Trust, an estimated $1.05M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q3 2013 was Jane Street, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2013.