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WisdomTree International MidCap Dividend Fund

42 hedge funds and large institutions have $61.1M invested in WisdomTree International MidCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

28% more capital invested

Capital invested by funds: $47.8M → $61.1M (+$13.3M)

17% more funds holding

Funds holding: 3642 (+6)

8.73% more ownership

Funds ownership: 34.42%43.15% (+8.7%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Advisor Partners
California
$212K +$208K +3,522 New
CAL
27
Capital Advisors Ltd
Ohio
$128K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$109K
Creative Planning
29
Creative Planning
Kansas
$91K +$35K +593 +65%
NSIM
30
North Star Investment Management
Illinois
$90K +$88.6K +1,500 New
TCOV
31
Trust Company of Vermont
Vermont
$80K
CAL
32
Capital Analysts LLC
Pennsylvania
$60.2K +$17.7K +300 +43%
TFA
33
Transamerica Financial Advisors
Florida
$48K +$46.5K +787 New
Ameriprise
34
Ameriprise
Minnesota
$43K -$2.07K -35 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$41K +$39.7K +673 New
MFS
36
MSI Financial Services
Massachusetts
$40K
US Bancorp
37
US Bancorp
Minnesota
$40K
PAS
38
Partnervest Advisory Services
California
$8K
VIA
39
Vantage Investment Advisors
Pennsylvania
$8K
BPBT
40
Boston Private Bank & Trust
Massachusetts
$6K +$5.9K +100 New
CFS
41
Community Financial System
New York
$5K
NES
42
New England Securities
New York
$1K
KFP
43
Keystone Financial Planning
Ohio
-$375K -6,350 Closed
LGWM
44
Litman Gregory Wealth Management
California
-$17K -280 Closed
TRCT
45
Tower Research Capital (TRC)
New York
-$4K -73 Closed

DIM Hedge Fund Activity: Q1 2014 in Review

42 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2014, worth a combined $61.1M — up 28% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIM positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.16M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.

  • 42 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2014, up from 36 in Q4 2013.
  • Funds reported $61.1M of WisdomTree International MidCap Dividend Fund stock for Q1 2014, up 28% quarter-over-quarter.
  • 9 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2014 and 3 closed out, a net change of +6 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2014 was Bank of New York Mellon, an estimated $3.16M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2014 was Susquehanna International Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2014.