We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

49 hedge funds and large institutions have $79.9M invested in WisdomTree International MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.79% more ownership

Funds ownership: 50.72%51.51% (+0.79%)

0% more capital invested

Capital invested by funds: $79.6M → $79.9M (+$308K)

4% less funds holding

Funds holding: 5149 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
3
Increased
21
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$411K -$1.54K -28 -0.4%
SIA
27
Starfire Investment Advisers
Michigan
$409K
PCM
28
Pointe Capital Management
Michigan
$409K +$406K +7,390 New
CAL
29
Capital Analysts LLC
Pennsylvania
$360K
3AM
30
3D Asset Management
Connecticut
$344K -$137K -2,492 -29%
CPIG
31
Chicago Partners Investment Group
Illinois
$331K -$304K -5,533 -48%
SG Americas Securities
32
SG Americas Securities
New York
$287K +$71.9K +1,308 +34%
HHGA
33
Halbert Hargrove Global Advisors
California
$279K
AP
34
Advisor Partners
California
$259K -$37.4K -680 -13%
CCP
35
Corient Capital Partners
California
$238K +$237K +4,306 New
CWM
36
Concert Wealth Management
California
$233K +$50.9K +925 +29%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$92K
NSIM
38
North Star Investment Management
Illinois
$83K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$72K
Creative Planning
40
Creative Planning
Kansas
$57K -$16.5K -300 -23%
US Bancorp
41
US Bancorp
Minnesota
$37K
GWM
42
Geneos Wealth Management
Colorado
$32K
MFS
43
MSI Financial Services
Massachusetts
$20K
SEI Investments
44
SEI Investments
Pennsylvania
$19K +$18.4K +335 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$8.8K -160 -38%
VIA
46
Vantage Investment Advisors
Pennsylvania
$8K +$55 +1 +0.7%
NFG
47
Next Financial Group
Texas
$4K
OMC
48
Old Mission Capital
Illinois
-$1.23M -21,929 Closed
Goldman Sachs
49
Goldman Sachs
New York
-$798K -14,237 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$788K -14,056 Closed

DIM Hedge Fund Activity: Q4 2016 in Review

49 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2016, worth a combined $79.9M — up 0.39% from $79.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIM and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.91M. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 49 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2016, down from 51 in Q3 2016.
  • Funds reported $79.9M of WisdomTree International MidCap Dividend Fund stock for Q4 2016, up 0.39% quarter-over-quarter.
  • 3 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2016 and 5 closed out, a net change of -2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2016 was Susquehanna International Group, an estimated $2.91M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2016 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2016.