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WisdomTree International MidCap Dividend Fund

60 hedge funds and large institutions have $137M invested in WisdomTree International MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 5860 (+2)

0.88% more ownership

Funds ownership: 52.66%53.55% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $143M → $137M (-$6.17M)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
9
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$507K +$12K +200 +2%
WIA
27
Wealthstreet Investment Advisors
Texas
$426K +$405K +6,740 New
SAM
28
SignalPoint Asset Management
Missouri
$380K -$1.5K -25 -0.4%
SIA
29
Starfire Investment Advisers
Michigan
$356K -$88.7K -1,475 -20%
AWM
30
AE Wealth Management
Kansas
$329K +$328K +5,452 New
IWA
31
Intercontinental Wealth Advisors
Texas
$325K
SS
32
Simplicity Solutions
Minnesota
$319K +$318K +5,285 New
3AM
33
3D Asset Management
Connecticut
$271K -$3.19K -53 -1%
Ameriprise
34
Ameriprise
Minnesota
$259K -$82K -1,364 -24%
CG
35
Colony Group
Massachusetts
$256K
PAG
36
Private Advisor Group
New Jersey
$227K -$17.6K -293 -7%
ADL
37
Asset Dedication LLC
California
$196K +$42.5K +706 +28%
HR
38
Howe & Rusling
New York
$121K -$2.35K -39 -2%
LWCFA
39
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
GWM
40
Geneos Wealth Management
Colorado
$96K -$45.1K -750 -32%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$90K
NSIM
42
North Star Investment Management
Illinois
$90K +$90.2K +1,500 New
JPLA
43
Joseph P. Lucia & Associates
New York
$87K +$14.1K +235 +19%
William Blair & Company
44
William Blair & Company
Illinois
$74K
BWA
45
BDO Wealth Advisors
Florida
$66K -$6.2K -103 -9%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$64K
AG
47
Advisor Group
Arizona
$49K
US Bancorp
48
US Bancorp
Minnesota
$40K
CAC
49
Certified Advisory Corp
Florida
$35K +$60 +1 +0.2%
NFG
50
Next Financial Group
Texas
$31K

DIM Hedge Fund Activity: Q3 2019 in Review

60 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2019, worth a combined $137M — down 4.3% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 60 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $137M of WisdomTree International MidCap Dividend Fund stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2019 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.64M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2019 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2019.