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WisdomTree International MidCap Dividend Fund

60 hedge funds and large institutions have $150M invested in WisdomTree International MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

7% more funds holding

Funds holding: 5660 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $156M → $150M (-$6.02M)

1.8% less ownership

Funds ownership: 54.04%52.25% (-1.8%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$604K -$13K -189 -2%
SAM
27
SignalPoint Asset Management
Missouri
$548K +$3.1K +45 +0.5%
AG
28
Advisor Group
Arizona
$529K -$9.73K -141 -2%
CAL
29
Capital Analysts LLC
Pennsylvania
$505K +$27.6K +400 +5%
SIA
30
Starfire Investment Advisers
Michigan
$482K
IWA
31
Intercontinental Wealth Advisors
Texas
$467K +$5.87K +85 +1%
BWA
32
BDO Wealth Advisors
Florida
$314K -$30.4K -441 -8%
CPIG
33
Chicago Partners Investment Group
Illinois
$307K +$3.17K +46 +1%
3AM
34
3D Asset Management
Connecticut
$306K -$19.5K -282 -6%
CG
35
Colony Group
Massachusetts
$292K -$13.5K -195 -4%
SFM
36
Signet Financial Management
New Jersey
$155K -$28.6K -415 -15%
ADL
37
Asset Dedication LLC
California
$117K
GWM
38
Geneos Wealth Management
Colorado
$113K -$52.1K -755 -30%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$100K
TFS
40
TrustCore Financial Services
Tennessee
$100K +$1.66K +24 +2%
NSIM
41
North Star Investment Management
Illinois
$98K
MGIA
42
Moneta Group Investment Advisors
Missouri
$65K +$68.5K +992 New
CBT
43
Capital Bank & Trust
California
$47K +$49.3K +715 New
US Bancorp
44
US Bancorp
Minnesota
$43K -$40.3K -584 -47%
1IA
45
1834 Investment Advisors
Wisconsin
$41K +$1.79K +26 +4%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$40.6K +$42.9K +622 New
CAC
47
Certified Advisory Corp
Florida
$37K +$138 +2 +0.4%
SMFS
48
Squar Milner Financial Services
California
$27K +$28.6K +415 New
APA
49
American Portfolios Advisors
New York
$24.8K -$9.66K -140 -27%
KJWM
50
Kiley Juergens Wealth Management
Washington
$24K +$26.2K +380 New

DIM Hedge Fund Activity: Q2 2018 in Review

60 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2018, worth a combined $150M — down 3.9% from $156M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIM positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.92M. The largest seller was Stifel Financial, cutting an estimated $7.51M.

  • 60 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2018, up from 56 in Q1 2018.
  • Funds reported $150M of WisdomTree International MidCap Dividend Fund stock for Q2 2018, down 3.9% quarter-over-quarter.
  • 11 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2018 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2018 was Jane Street, an estimated $7.92M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2018 was Stifel Financial, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2018.