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WisdomTree International MidCap Dividend Fund

43 hedge funds and large institutions have $57.2M invested in WisdomTree International MidCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

8% more funds holding

Funds holding: 4043 (+3)

0.02% more ownership

Funds ownership: 43.74%43.76% (+0.02%)

9% less capital invested

Capital invested by funds: $63.1M → $57.2M (-$5.92M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Concert Wealth Management
California
$304K -$23.2K -415 -7%
CAL
27
Capital Advisors Ltd
Ohio
$251K +$133K +2,382 +112%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$219K -$1.58M -28,211 -88%
CG
29
Colony Group
Massachusetts
$203K -$254K -4,550 -55%
CAL
30
Capital Analysts LLC
Pennsylvania
$148K +$70.8K +1,265 +90%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$127K
NSIM
32
North Star Investment Management
Illinois
$83K
Creative Planning
33
Creative Planning
Kansas
$51K -$8.95K -160 -15%
US Bancorp
34
US Bancorp
Minnesota
$38K +$1.01K +18 +3%
NPC
35
National Planning Corporation
California
$32.2K +$32.8K +586 New
TCOV
36
Trust Company of Vermont
Vermont
$22K -$28K -500 -56%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$19K +$1.01K +18 +6%
MFS
38
MSI Financial Services
Massachusetts
$11K
VIA
39
Vantage Investment Advisors
Pennsylvania
$7K +$56 +1 +0.8%
NFG
40
Next Financial Group
Texas
$3K -$1.68K -30 -38%
NES
41
New England Securities
New York
$1K
BRWA
42
B. Riley Wealth Advisors
Florida
$30 +$30.5K +545 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$7.79M -137,624 Closed
Jane Street
44
Jane Street
New York
-$4.25M -75,158 Closed
Ameriprise
45
Ameriprise
Minnesota
-$38K -678 Closed
PAG
46
Private Advisor Group
New Jersey
-$12K -208 Closed
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
+$56 +1 New

DIM Hedge Fund Activity: Q4 2014 in Review

43 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2014, worth a combined $57.2M — down 9.4% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $2.95M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.79M sold.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2014, up from 40 in Q3 2014.
  • Funds reported $57.2M of WisdomTree International MidCap Dividend Fund stock for Q4 2014, down 9.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2014 and 4 closed out, a net change of +4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2014 was Signature Estate & Investment Advisors, an estimated $2.95M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2014 was Susquehanna International Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q4 2014.