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WisdomTree International MidCap Dividend Fund

59 hedge funds and large institutions have $162M invested in WisdomTree International MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

34% more capital invested

Capital invested by funds: $121M → $162M (+$41.6M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

9.11% more ownership

Funds ownership: 50.56%59.66% (+9.1%)

2% more funds holding

Funds holding: 5859 (+1)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
7
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$558K -$4.22K -69 -0.8%
Ameriprise
27
Ameriprise
Minnesota
$545K -$120K -1,957 -18%
CAL
28
Capital Analysts LLC
Pennsylvania
$510K
SIA
29
Starfire Investment Advisers
Michigan
$458K
IWA
30
Intercontinental Wealth Advisors
Texas
$334K
CG
31
Colony Group
Massachusetts
$284K +$37.3K +610 +15%
3AM
32
3D Asset Management
Connecticut
$281K -$5.38K -88 -2%
CPIG
33
Chicago Partners Investment Group
Illinois
$246K -$12.1K -198 -5%
PAG
34
Private Advisor Group
New Jersey
$238K -$13.5K -221 -5%
Stifel Financial
35
Stifel Financial
Missouri
$227K +$225K +3,672 New
GWM
36
Geneos Wealth Management
Colorado
$145K -$428 -7 -0.3%
HR
37
Howe & Rusling
New York
$136K -$2.94K -48 -2%
BWA
38
BDO Wealth Advisors
Florida
$131K +$428 +7 +0.3%
ADL
39
Asset Dedication LLC
California
$122K +$9.72K +159 +9%
LWCFA
40
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K +$116K +1,900 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$93K -$1.22K -20 -1%
NSIM
42
North Star Investment Management
Illinois
$93K
AG
43
Advisor Group
Arizona
$81K -$561K -9,182 -88%
William Blair & Company
44
William Blair & Company
Illinois
$76K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$62K +$23K +376 +60%
US Bancorp
46
US Bancorp
Minnesota
$41K
CAC
47
Certified Advisory Corp
Florida
$36K +$61 +1 +0.2%
APA
48
American Portfolios Advisors
New York
$28.3K
UBS AM
49
UBS AM
Illinois
$17.4K
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$15.3K +250 New

DIM Hedge Fund Activity: Q1 2019 in Review

59 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2019, worth a combined $162M — up 34% from $121M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Howland Capital Management, adding an estimated $19.5M. The largest seller was Royal Bank of Canada, cutting an estimated $1.11M.

  • 59 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2019, up from 58 in Q4 2018.
  • Funds reported $162M of WisdomTree International MidCap Dividend Fund stock for Q1 2019, up 34% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2019 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2019 was Howland Capital Management, an estimated $19.5M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2019 was Royal Bank of Canada, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2019.