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WisdomTree International MidCap Dividend Fund

51 hedge funds and large institutions have $141M invested in WisdomTree International MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

12% more capital invested

Capital invested by funds: $126M → $141M (+$15.6M)

11% more funds holding

Funds holding: 4651 (+5)

0.55% more ownership

Funds ownership: 53.34%53.89% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
23
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$552K +$437K +6,471 +420%
SAM
27
SignalPoint Asset Management
Missouri
$546K -$12.8K -189 -2%
IWA
28
Intercontinental Wealth Advisors
Texas
$488K +$50.5K +748 +12%
CAL
29
Capital Analysts LLC
Pennsylvania
$478K -$1.01K -15 -0.2%
3AM
30
3D Asset Management
Connecticut
$379K -$13.6K -202 -4%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$379K
CG
32
Colony Group
Massachusetts
$346K
CPIG
33
Chicago Partners Investment Group
Illinois
$320K +$1.42K +21 +0.5%
AFA
34
Aurora Financial Advisors
Massachusetts
$254K +$249K +3,685 New
HHGA
35
Halbert Hargrove Global Advisors
California
$208K -$80.3K -1,188 -28%
GWM
36
Geneos Wealth Management
Colorado
$185K +$13.5K +200 +8%
MGIA
37
Moneta Group Investment Advisors
Missouri
$166K +$203K +3,000 New
NSIM
38
North Star Investment Management
Illinois
$103K
TFS
39
TrustCore Financial Services
Tennessee
$103K +$101K +1,500 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$98K +$68 +1 +0.1%
ADL
41
Asset Dedication LLC
California
$95K +$65.1K +963 +231%
US Bancorp
42
US Bancorp
Minnesota
$67K
WCM
43
Whitener Capital Management
North Carolina
$49K +$48.9K +724 New
APA
44
American Portfolios Advisors
New York
$35.9K +$35.1K +520 New
1IA
45
1834 Investment Advisors
Wisconsin
$33K +$32K +473 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$30K +$18.5K +274 +171%
KJWM
47
Kiley Juergens Wealth Management
Washington
$26K +$25.7K +380 New
VIA
48
Vantage Investment Advisors
Pennsylvania
$10K +$68 +1 +0.7%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.9K +$6.76K +100 New
SIA
50
Starfire Investment Advisers
Michigan
-$490K -7,390 Closed

DIM Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2017, worth a combined $141M — up 12% from $126M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIM positions and 4 closed out — a net gain of 5 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.76M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $692K.

  • 51 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2017, up from 46 in Q3 2017.
  • Funds reported $141M of WisdomTree International MidCap Dividend Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 9 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2017 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.76M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2017 was Signature Estate & Investment Advisors, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2017.