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WisdomTree International MidCap Dividend Fund

72 hedge funds and large institutions have $139M invested in WisdomTree International MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

20% more funds holding

Funds holding: 6072 (+12)

2% more capital invested

Capital invested by funds: $137M → $139M (+$2.13M)

0.15% more ownership

Funds ownership: 53.55%53.7% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
72
Holders Change
+12
Holders Change %
+20%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
15
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$792K -$28K -442 -4%
JPG
27
Jordan Park Group
California
$741K +$716K +11,282 New
EWM
28
Evercore Wealth Management
New York
$701K
CA
29
Cetera Advisors
Colorado
$689K -$45.4K -715 -6%
CAL
30
Capital Advisors Ltd
Ohio
$662K -$7.1K -112 -1%
WIA
31
Wealthstreet Investment Advisors
Texas
$463K +$19K +300 +4%
SAM
32
SignalPoint Asset Management
Missouri
$408K -$6.85K -108 -2%
SIA
33
Starfire Investment Advisers
Michigan
$388K
Ameriprise
34
Ameriprise
Minnesota
$361K +$75.4K +1,189 +28%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$328K +$316K +4,984 New
LPL Financial
36
LPL Financial
California
$293K +$283K +4,460 New
3AM
37
3D Asset Management
Connecticut
$290K -$5.01K -79 -2%
CG
38
Colony Group
Massachusetts
$279K
ADL
39
Asset Dedication LLC
California
$219K +$4.25K +67 +2%
PAG
40
Private Advisor Group
New Jersey
$216K -$29.9K -471 -13%
HR
41
Howe & Rusling
New York
$131K
JPLA
42
Joseph P. Lucia & Associates
New York
$126K +$29.8K +470 +33%
LWCFA
43
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
AG
44
Advisor Group
Arizona
$107K +$50.7K +800 +98%
CAL
45
Capital Analysts LLC
Pennsylvania
$106K -$431K -6,800 -81%
GWM
46
Geneos Wealth Management
Colorado
$105K
NSIM
47
North Star Investment Management
Illinois
$99K
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$98K
William Blair & Company
49
William Blair & Company
Illinois
$80K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$69K

DIM Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2019, worth a combined $139M — up 1.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DIM positions and 4 closed out — a net gain of 12 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.76M. The largest seller was One Capital Management, cutting an estimated $9.41M.

  • 72 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $139M of WisdomTree International MidCap Dividend Fund stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 16 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2019 and 4 closed out, a net change of +12 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $3.76M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2019 was One Capital Management, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2019.