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WisdomTree International MidCap Dividend Fund

46 hedge funds and large institutions have $85.9M invested in WisdomTree International MidCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

16% more capital invested

Capital invested by funds: $74M → $85.9M (+$11.9M)

5.56% more ownership

Funds ownership: 48.39%53.95% (+5.6%)

0% more funds holding

Funds holding: 4646 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$595K +$26.7K +435 +5%
EWM
27
Evercore Wealth Management
New York
$591K +$613K +10,000 New
SIA
28
Starfire Investment Advisers
Michigan
$421K -$17.2K -280 -4%
CWM
29
Concert Wealth Management
California
$305K +$315K +5,140 New
CAL
30
Capital Advisors Ltd
Ohio
$300K +$34.8K +568 +13%
CAL
31
Capital Analysts LLC
Pennsylvania
$276K +$12.3K +200 +4%
LPL Financial
32
LPL Financial
California
$266K +$19.2K +313 +7%
ST
33
Spinnaker Trust
Maine
$253K -$9.56K -156 -4%
SFM
34
Signet Financial Management
New Jersey
$234K +$243K +3,961 New
SG Americas Securities
35
SG Americas Securities
New York
$230K
Goldman Sachs
36
Goldman Sachs
New York
$207K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$141K +$123 +2 +0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$98K
NSIM
39
North Star Investment Management
Illinois
$89K
MAA
40
Managed Account Advisors
New Jersey
$57K
US Bancorp
41
US Bancorp
Minnesota
$39K
TCOV
42
Trust Company of Vermont
Vermont
$24K
MFS
43
MSI Financial Services
Massachusetts
$12K
VIA
44
Vantage Investment Advisors
Pennsylvania
$8K -$7.78K -127 -49%
TFA
45
Transamerica Financial Advisors
Florida
$3K +$2.39K +39 +3,900%
Jane Street
46
Jane Street
New York
-$1.85M -31,438 Closed
FWM
47
Frontier Wealth Management
Missouri
-$376K -6,377 Closed
OMC
48
Old Mission Capital
Illinois
-$266K -4,521 Closed
Creative Planning
49
Creative Planning
Kansas
-$55K -928 Closed
NFG
50
Next Financial Group
Texas
-$2K -50 Closed

DIM Hedge Fund Activity: Q2 2015 in Review

46 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2015, worth a combined $85.9M — up 16% from $74M a quarter earlier.

Fund positioning in DIM was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 9 trimmed.

The largest buyer was Comerica Bank, adding an estimated $6.74M. The largest seller was Susquehanna International Group, cutting an estimated $2.92M.

  • 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $85.9M of WisdomTree International MidCap Dividend Fund stock for Q2 2015, up 16% quarter-over-quarter.
  • 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2015 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2015 was Comerica Bank, an estimated $6.74M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2015 was Susquehanna International Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2015.