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WisdomTree International MidCap Dividend Fund

46 hedge funds and large institutions have $126M invested in WisdomTree International MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

22% more capital invested

Capital invested by funds: $103M → $126M (+$22.7M)

3.67% more ownership

Funds ownership: 49.67%53.34% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 5046 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
24
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Starfire Investment Advisers
Michigan
$490K
CAL
27
Capital Analysts LLC
Pennsylvania
$461K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$450K +$445K +6,791 New
IWA
29
Intercontinental Wealth Advisors
Texas
$419K +$26.5K +405 +7%
3AM
30
3D Asset Management
Connecticut
$378K -$4.32K -66 -1%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$365K +$360K +5,500 New
CG
32
Colony Group
Massachusetts
$333K +$31.4K +480 +11%
CPIG
33
Chicago Partners Investment Group
Illinois
$306K -$171K -2,619 -36%
HHGA
34
Halbert Hargrove Global Advisors
California
$278K -$55.6K -849 -17%
AP
35
Advisor Partners
California
$269K -$34.1K -521 -11%
GWM
36
Geneos Wealth Management
Colorado
$165K +$13.1K +200 +9%
AG
37
Advisor Group
Arizona
$102K
NSIM
38
North Star Investment Management
Illinois
$99K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$95K +$20.4K +311 +28%
US Bancorp
40
US Bancorp
Minnesota
$64K +$20.3K +310 +47%
ADL
41
Asset Dedication LLC
California
$28K +$27.3K +417 New
Citigroup
42
Citigroup
New York
$22K +$21.3K +325 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$11K
VIA
44
Vantage Investment Advisors
Pennsylvania
$9K +$131 +2 +1%
Jane Street
45
Jane Street
New York
-$387K -6,073 Closed
BWA
46
BDO Wealth Advisors
Florida
-$376K -5,901 Closed
FA
47
FDx Advisors
Illinois
-$372K -5,839 Closed
SG Americas Securities
48
SG Americas Securities
New York
-$287K -4,501 Closed
CCP
49
Corient Capital Partners
California
-$275K -4,306 Closed
CWM
50
Concert Wealth Management
California
-$237K -3,715 Closed

DIM Hedge Fund Activity: Q3 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2017, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIM and 6 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Jane Street, exiting entirely with an estimated $387K sold.

  • 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2017, down from 50 in Q2 2017.
  • Funds reported $126M of WisdomTree International MidCap Dividend Fund stock for Q3 2017, up 22% quarter-over-quarter.
  • 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2017 was Morgan Stanley, an estimated $10.7M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2017 was Jane Street, an estimated $387K sold.

Based on aggregated 13F filings for Q3 2017.