We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

52 hedge funds and large institutions have $76.4M invested in WisdomTree International MidCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

15% more capital invested

Capital invested by funds: $66.2M → $76.4M (+$10.2M)

13% more funds holding

Funds holding: 4652 (+6)

2.43% more ownership

Funds ownership: 49.47%51.89% (+2.4%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
17
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
26
3D Asset Management
Connecticut
$474K -$4.71K -85 -0.9%
SAM
27
SignalPoint Asset Management
Missouri
$423K -$31.9K -575 -7%
SIA
28
Starfire Investment Advisers
Michigan
$373K
CAL
29
Capital Analysts LLC
Pennsylvania
$370K +$13.3K +240 +4%
LPL Financial
30
LPL Financial
California
$358K -$648K -11,703 -62%
VKH
31
Virtu KCG Holdings
New York
$346K +$365K +6,595 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$313K +$331K +5,975 New
CAL
33
Capital Advisors Ltd
Ohio
$292K +$7.7K +139 +3%
AP
34
Advisor Partners
California
$285K +$554 +10 +0.2%
HHGA
35
Halbert Hargrove Global Advisors
California
$264K
CWM
36
Concert Wealth Management
California
$243K +$1.39K +25 +0.5%
SG Americas Securities
37
SG Americas Securities
New York
$204K
SG
38
Societe Generale
$204K +$215K +3,884 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$87K
NSIM
40
North Star Investment Management
Illinois
$79K
Creative Planning
41
Creative Planning
Kansas
$70K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$67K +$111 +2 +0.2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$54K -$45.5K -822 -45%
IA
44
IFP Advisors
Florida
$42K +$44.5K +803 New
US Bancorp
45
US Bancorp
Minnesota
$35K
GWM
46
Geneos Wealth Management
Colorado
$31K +$32.7K +590 New
MFS
47
MSI Financial Services
Massachusetts
$29K +$609 +11 +2%
TCOV
48
Trust Company of Vermont
Vermont
$21K
HR
49
Howe & Rusling
New York
$10K
VIA
50
Vantage Investment Advisors
Pennsylvania
$7K +$111 +2 +2%

DIM Hedge Fund Activity: Q2 2016 in Review

52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2016, worth a combined $76.4M — up 15% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.62M. The largest seller was Jane Street, cutting an estimated $1.53M.

  • 52 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2016, up from 46 in Q1 2016.
  • Funds reported $76.4M of WisdomTree International MidCap Dividend Fund stock for Q2 2016, up 15% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2016 and 1 closed out, a net change of +6 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2016 was Citadel Advisors, an estimated $2.62M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2016 was Jane Street, an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2016.