We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

51 hedge funds and large institutions have $79.6M invested in WisdomTree International MidCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $76.4M → $79.6M (+$3.23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.17% less ownership

Funds ownership: 51.89%50.72% (-1.2%)

2% less funds holding

Funds holding: 5251 (-1)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
15
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$497K -$38.1K -690 -7%
3AM
27
3D Asset Management
Connecticut
$488K -$18.8K -341 -4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$461K +$124K +2,249 +38%
SAM
29
SignalPoint Asset Management
Missouri
$418K -$34.1K -619 -8%
SIA
30
Starfire Investment Advisers
Michigan
$414K +$14.6K +265 +4%
LPL Financial
31
LPL Financial
California
$411K +$18.3K +332 +5%
CAL
32
Capital Analysts LLC
Pennsylvania
$364K -$30.9K -560 -8%
CAL
33
Capital Advisors Ltd
Ohio
$312K
AP
34
Advisor Partners
California
$300K -$4.69K -85 -2%
HHGA
35
Halbert Hargrove Global Advisors
California
$283K
SG Americas Securities
36
SG Americas Securities
New York
$218K
CWM
37
Concert Wealth Management
California
$183K -$78.9K -1,430 -31%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$93K
NSIM
39
North Star Investment Management
Illinois
$84K
Creative Planning
40
Creative Planning
Kansas
$75K
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$72K
IA
42
IFP Advisors
Florida
$45K
US Bancorp
43
US Bancorp
Minnesota
$37K
GWM
44
Geneos Wealth Management
Colorado
$33K
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K +$23K +417 New
TCOV
46
Trust Company of Vermont
Vermont
$22K
MFS
47
MSI Financial Services
Massachusetts
$20K -$10.5K -190 -35%
VIA
48
Vantage Investment Advisors
Pennsylvania
$8K
NFG
49
Next Financial Group
Texas
$4K +$4.41K +80 New
TFA
50
Transamerica Financial Advisors
Florida
$1K

DIM Hedge Fund Activity: Q3 2016 in Review

51 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2016, worth a combined $79.6M — up 4.2% from $76.4M a quarter earlier.

Fund positioning in DIM was balanced in Q3 2016: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $882K. The largest seller was Insight 2811 Inc, exiting entirely with an estimated $2.93M sold.

  • 51 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2016, down from 52 in Q2 2016.
  • Funds reported $79.6M of WisdomTree International MidCap Dividend Fund stock for Q3 2016, up 4.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2016 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2016 was Jane Street, an estimated $882K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2016 was Insight 2811 Inc, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2016.