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WisdomTree International MidCap Dividend Fund

49 hedge funds and large institutions have $61.7M invested in WisdomTree International MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 4849 (+1)

3.11% less ownership

Funds ownership: 43.99%40.88% (-3.1%)

18% less capital invested

Capital invested by funds: $75.4M → $61.7M (-$13.6M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
8
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$219K +$220K +3,915 New
PTP
27
Platform Technology Partners
New York
$211K
ADL
28
Asset Dedication LLC
California
$207K
Ameriprise
29
Ameriprise
Minnesota
$204K +$205K +3,649 New
WT
30
Washington Trust
Rhode Island
$142K
Osaic Holdings
31
Osaic Holdings
Arizona
$100K +$4K +71 +4%
HR
32
Howe & Rusling
New York
$70K -$59.3K -1,054 -46%
GWM
33
Geneos Wealth Management
Colorado
$68K -$15.8K -280 -18%
William Blair & Company
34
William Blair & Company
Illinois
$45K -$11.3K -200 -20%
FCM
35
Firestone Capital Management
Florida
$37K
US Bancorp
36
US Bancorp
Minnesota
$37K
APA
37
American Portfolios Advisors
New York
$34.6K +$1.58K +28 +5%
NFG
38
Next Financial Group
Texas
$29K +$28.9K +513 New
CHA
39
Carmichael Hill & Associates
Maryland
$27K +$225 +4 +0.8%
HCP
40
Hexagon Capital Partners
Arkansas
$24K +$24.9K +443 New
PFS
41
Prospera Financial Services
Texas
$17K +$16.6K +295 New
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
CFGS
43
Concourse Financial Group Securities
Alabama
$13K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$9K
SIC
45
Salem Investment Counselors
North Carolina
$8K
LWA
46
Lowe Wealth Advisors
Maryland
$7K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$6K
FFA
48
Founders Financial Alliance
North Carolina
$6K +$5.63K +100 New
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$7.04M -131,479 Closed

DIM Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2020, worth a combined $61.7M — down 18% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.07M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $7.04M sold.

  • 49 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2020, up from 48 in Q2 2020.
  • Funds reported $61.7M of WisdomTree International MidCap Dividend Fund stock for Q3 2020, down 18% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2020 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2020 was Citadel Advisors, an estimated $1.07M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2020 was Cambridge Investment Research Advisors, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2020.