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WisdomTree International MidCap Dividend Fund

47 hedge funds and large institutions have $95.1M invested in WisdomTree International MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $79.9M → $95.1M (+$15.1M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

1.15% more ownership

Funds ownership: 51.51%52.65% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 4947 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
17
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$459K +$8.98K +154 +2%
SIA
27
Starfire Investment Advisers
Michigan
$445K
CAL
28
Capital Analysts LLC
Pennsylvania
$418K +$26.2K +450 +7%
WDL
29
Well Done LLC
Michigan
$408K +$396K +6,785 New
3AM
30
3D Asset Management
Connecticut
$352K -$21.9K -375 -6%
HHGA
31
Halbert Hargrove Global Advisors
California
$304K
AP
32
Advisor Partners
California
$272K -$8.46K -145 -3%
SG Americas Securities
33
SG Americas Securities
New York
$271K -$40.3K -691 -13%
CCP
34
Corient Capital Partners
California
$259K
CWM
35
Concert Wealth Management
California
$233K
CPIG
36
Chicago Partners Investment Group
Illinois
$161K -$193K -3,312 -55%
AG
37
Advisor Group
Arizona
$101K -$473K -8,107 -83%
NSIM
38
North Star Investment Management
Illinois
$90K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$70K -$6.82K -117 -9%
GWM
40
Geneos Wealth Management
Colorado
$65K +$29.2K +500 +85%
Creative Planning
41
Creative Planning
Kansas
$60K -$1.81K -31 -3%
US Bancorp
42
US Bancorp
Minnesota
$40K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$10K -$87.5K -1,500 -90%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$9K +$8.46K +145 New
VIA
45
Vantage Investment Advisors
Pennsylvania
$8K +$58 +1 +0.7%
SAM
46
SignalPoint Asset Management
Missouri
-$411K -7,426 Closed
PCM
47
Pointe Capital Management
Michigan
-$409K -7,390 Closed
SEI Investments
48
SEI Investments
Pennsylvania
-$19K -335 Closed
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14K -257 Closed
NFG
50
Next Financial Group
Texas
-$4K -80 Closed

DIM Hedge Fund Activity: Q1 2017 in Review

47 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2017, worth a combined $95.1M — up 19% from $79.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIM and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 17 added.

The largest buyer was Bank of New York Mellon, adding an estimated $2.78M. The largest seller was Susquehanna International Group, cutting an estimated $2.53M.

  • 47 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2017, down from 49 in Q4 2016.
  • Funds reported $95.1M of WisdomTree International MidCap Dividend Fund stock for Q1 2017, up 19% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2017 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2017 was Bank of New York Mellon, an estimated $2.78M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2017 was Susquehanna International Group, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2017.