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WisdomTree International MidCap Dividend Fund

50 hedge funds and large institutions have $103M invested in WisdomTree International MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $95.1M → $103M (+$7.83M)

6% more funds holding

Funds holding: 4750 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.98% less ownership

Funds ownership: 52.65%49.67% (-3%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
21
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$387K -$3.34M -53,079 -90%
IWA
27
Intercontinental Wealth Advisors
Texas
$377K +$373K +5,915 New
BWA
28
BDO Wealth Advisors
Florida
$376K +$372K +5,901 New
FA
29
FDx Advisors
Illinois
$372K +$368K +5,839 New
3AM
30
3D Asset Management
Connecticut
$367K -$5.04K -80 -1%
Ameriprise
31
Ameriprise
Minnesota
$325K +$321K +5,102 New
HHGA
32
Halbert Hargrove Global Advisors
California
$322K
AP
33
Advisor Partners
California
$291K +$2.96K +47 +1%
CG
34
Colony Group
Massachusetts
$289K +$286K +4,535 New
SG Americas Securities
35
SG Americas Securities
New York
$287K
CCP
36
Corient Capital Partners
California
$275K
CWM
37
Concert Wealth Management
California
$237K -$28.7K -455 -11%
OMC
38
Old Mission Capital
Illinois
$219K +$216K +3,436 New
NPC
39
National Planning Corporation
California
$208K +$207K +3,279 New
GWM
40
Geneos Wealth Management
Colorado
$146K +$75.9K +1,205 +111%
AG
41
Advisor Group
Arizona
$98K -$9.13K -145 -9%
NSIM
42
North Star Investment Management
Illinois
$96K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$72K -$3.46K -55 -5%
US Bancorp
44
US Bancorp
Minnesota
$42K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$10K
SF
46
Synovus Financial
Georgia
$10K +$9.45K +150 New
VIA
47
Vantage Investment Advisors
Pennsylvania
$9K
Creative Planning
48
Creative Planning
Kansas
$3K -$59.8K -950 -95%
Bank of New York Mellon
49
Bank of New York Mellon
New York
-$4.55M -75,579 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$1.07M -17,798 Closed

DIM Hedge Fund Activity: Q2 2017 in Review

50 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2017, worth a combined $103M — up 8.2% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was GHP Investment Advisors, adding an estimated $2.83M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $4.55M sold.

  • 50 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2017, up from 47 in Q1 2017.
  • Funds reported $103M of WisdomTree International MidCap Dividend Fund stock for Q2 2017, up 8.2% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2017 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2017 was GHP Investment Advisors, an estimated $2.83M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2017 was Bank of New York Mellon, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2017.