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WisdomTree International MidCap Dividend Fund

56 hedge funds and large institutions have $156M invested in WisdomTree International MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $141M → $156M (+$14.8M)

10% more funds holding

Funds holding: 5156 (+5)

0.15% more ownership

Funds ownership: 53.89%54.04% (+0.15%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
28
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$574K +$30.6K +436 +6%
AG
27
Advisor Group
Arizona
$567K +$16.3K +232 +3%
SIA
28
Starfire Investment Advisers
Michigan
$508K +$518K +7,390 New
CAL
29
Capital Analysts LLC
Pennsylvania
$504K +$28K +400 +6%
IWA
30
Intercontinental Wealth Advisors
Texas
$486K
BWA
31
BDO Wealth Advisors
Florida
$361K +$368K +5,254 New
3AM
32
3D Asset Management
Connecticut
$342K -$36.3K -518 -9%
CG
33
Colony Group
Massachusetts
$321K -$24.5K -350 -7%
CPIG
34
Chicago Partners Investment Group
Illinois
$320K +$1.47K +21 +0.5%
PAG
35
Private Advisor Group
New Jersey
$260K +$265K +3,776 New
OMC
36
Old Mission Capital
Illinois
$246K +$251K +3,584 New
SFM
37
Signet Financial Management
New Jersey
$192K +$196K +2,795 New
GWM
38
Geneos Wealth Management
Colorado
$171K -$14K -200 -7%
ADL
39
Asset Dedication LLC
California
$124K +$29.8K +425 +31%
TFS
40
TrustCore Financial Services
Tennessee
$104K +$701 +10 +0.7%
NSIM
41
North Star Investment Management
Illinois
$103K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$100K +$2.38K +34 +2%
US Bancorp
43
US Bancorp
Minnesota
$86K +$19.2K +274 +28%
WCM
44
Whitener Capital Management
North Carolina
$49K
1IA
45
1834 Investment Advisors
Wisconsin
$41K +$8.83K +126 +27%
CAC
46
Certified Advisory Corp
Florida
$39K +$39.8K +568 New
APA
47
American Portfolios Advisors
New York
$35.8K
UBS AM
48
UBS AM
Illinois
$19.3K +$19.6K +280 New
HR
49
Howe & Rusling
New York
$14K +$14K +200 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$11K -$19.2K -274 -63%

DIM Hedge Fund Activity: Q1 2018 in Review

56 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2018, worth a combined $156M — up 11% from $141M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIM positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.53M. The largest seller was Jane Street, exiting entirely with an estimated $2.35M sold.

  • 56 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2018, up from 51 in Q4 2017.
  • Funds reported $156M of WisdomTree International MidCap Dividend Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2018 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2018 was Morgan Stanley, an estimated $5.53M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2018 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2018.