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WisdomTree International MidCap Dividend Fund

52 hedge funds and large institutions have $75.3M invested in WisdomTree International MidCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 4852 (+4)

6% more capital invested

Capital invested by funds: $71.2M → $75.3M (+$4.16M)

0.52% more ownership

Funds ownership: 48.71%49.23% (+0.52%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
16
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$428K +$433K +7,709 New
SIA
27
Starfire Investment Advisers
Michigan
$395K
LPL Financial
28
LPL Financial
California
$348K +$359K +6,396 New
CAL
29
Capital Analysts LLC
Pennsylvania
$340K +$1.12K +20 +0.3%
CAL
30
Capital Advisors Ltd
Ohio
$301K +$19.8K +352 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$293K -$3.82M -67,997 -93%
AP
32
Advisor Partners
California
$291K +$294K +5,244 New
AAM
33
Autus Asset Management
Arizona
$271K +$274K +4,875 New
CWM
34
Concert Wealth Management
California
$268K
ST
35
Spinnaker Trust
Maine
$229K -$7.86K -140 -3%
FCH
36
Freestone Capital Holdings
Washington
$218K -$26.9K -479 -11%
SG Americas Securities
37
SG Americas Securities
New York
$216K
SFM
38
Signet Financial Management
New Jersey
$206K -$16.8K -300 -7%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$112K -$24.1K -429 -18%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$92K
NSIM
41
North Star Investment Management
Illinois
$83K
IA
42
IFP Advisors
Florida
$58K +$58.8K +1,048 New
Creative Planning
43
Creative Planning
Kansas
$57K +$6.79K +121 +13%
TRCT
44
Tower Research Capital (TRC)
New York
$46K +$46.2K +824 New
US Bancorp
45
US Bancorp
Minnesota
$37K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$32K
MFS
47
MSI Financial Services
Massachusetts
$28K +$16.3K +291 +139%
TCOV
48
Trust Company of Vermont
Vermont
$22K
HR
49
Howe & Rusling
New York
$11K +$11.2K +200 New
VIA
50
Vantage Investment Advisors
Pennsylvania
$7K +$56 +1 +0.8%

DIM Hedge Fund Activity: Q4 2015 in Review

52 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2015, worth a combined $75.3M — up 5.8% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $1.79M. The largest seller was Bank of New York Mellon, cutting an estimated $3.82M.

  • 52 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2015, up from 48 in Q3 2015.
  • Funds reported $75.3M of WisdomTree International MidCap Dividend Fund stock for Q4 2015, up 5.8% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2015 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2015 was Jane Street, an estimated $1.79M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2015 was Bank of New York Mellon, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2015.