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WisdomTree International MidCap Dividend Fund

62 hedge funds and large institutions have $149M invested in WisdomTree International MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 6062 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 52.25%51.65% (-0.6%)

1% less capital invested

Capital invested by funds: $150M → $149M (-$1.07M)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
23
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$573K -$34.1K -521 -6%
SAM
27
SignalPoint Asset Management
Missouri
$558K +$7.73K +118 +1%
CAL
28
Capital Analysts LLC
Pennsylvania
$523K +$15.4K +235 +3%
IWA
29
Intercontinental Wealth Advisors
Texas
$469K
3AM
30
3D Asset Management
Connecticut
$300K -$7.79K -119 -3%
CG
31
Colony Group
Massachusetts
$293K
Stifel Financial
32
Stifel Financial
Missouri
$288K -$747K -11,409 -72%
SIA
33
Starfire Investment Advisers
Michigan
$279K -$205K -3,125 -42%
CPIG
34
Chicago Partners Investment Group
Illinois
$279K +$1.11K +17 +0.4%
PAG
35
Private Advisor Group
New Jersey
$275K +$275K +4,194 New
BWA
36
BDO Wealth Advisors
Florida
$270K -$45.7K -698 -15%
Goldman Sachs
37
Goldman Sachs
New York
$221K +$221K +3,370 New
GWM
38
Geneos Wealth Management
Colorado
$176K +$62.6K +955 +55%
SFM
39
Signet Financial Management
New Jersey
$156K
ADL
40
Asset Dedication LLC
California
$119K
TFS
41
TrustCore Financial Services
Tennessee
$101K
William Blair & Company
42
William Blair & Company
Illinois
$100K +$79.9K +1,220 +403%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$99K +$3.47K +53 +4%
NSIM
44
North Star Investment Management
Illinois
$98K
CBT
45
Capital Bank & Trust
California
$47K
WT
46
Whittier Trust
California
$45K +$45.2K +690 New
US Bancorp
47
US Bancorp
Minnesota
$43K
1IA
48
1834 Investment Advisors
Wisconsin
$41K
CAC
49
Certified Advisory Corp
Florida
$37K +$66 +1 +0.2%
HR
50
Howe & Rusling
New York
$37K +$37.3K +570 New

DIM Hedge Fund Activity: Q3 2018 in Review

62 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2018, worth a combined $149M — down 0.71% from $150M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $7.75M. The largest seller was Wells Fargo, cutting an estimated $6.86M.

  • 62 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2018, up from 60 in Q2 2018.
  • Funds reported $149M of WisdomTree International MidCap Dividend Fund stock for Q3 2018, down 0.71% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2018 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2018 was Janney Montgomery Scott, an estimated $7.75M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2018.