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WisdomTree International MidCap Dividend Fund

55 hedge funds and large institutions have $52.3M invested in WisdomTree International MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5755 (-2)

10.63% less ownership

Funds ownership: 46.86%36.23% (-11%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

31% less capital invested

Capital invested by funds: $76M → $52.3M (-$23.7M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$380K -$13K -197 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$351K +$60.5K +916 +21%
Stifel Financial
28
Stifel Financial
Missouri
$295K +$66K +1,000 +29%
ADL
29
Asset Dedication LLC
California
$291K +$41.2K +624 +17%
Creative Planning
30
Creative Planning
Kansas
$235K
WIA
31
Wealthstreet Investment Advisors
Texas
$232K
WDL
32
Well Done LLC
Michigan
$231K
LPL Financial
33
LPL Financial
California
$226K +$222K +3,361 New
WT
34
Washington Trust
Rhode Island
$170K
JPLA
35
Joseph P. Lucia & Associates
New York
$128K
SWA
36
SOA Wealth Advisors
New York
$113K -$1.19K -18 -1%
Osaic Holdings
37
Osaic Holdings
Arizona
$66K -$73.6K -1,115 -53%
GWM
38
Geneos Wealth Management
Colorado
$65K -$20.1K -305 -24%
William Blair & Company
39
William Blair & Company
Illinois
$54K
CAC
40
Certified Advisory Corp
Florida
$39K +$38.2K +579 New
US Bancorp
41
US Bancorp
Minnesota
$37K
CHA
42
Carmichael Hill & Associates
Maryland
$32K
NFG
43
Next Financial Group
Texas
$23K -$14.1K -214 -38%
EFSCE
44
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
SIC
45
Salem Investment Counselors
North Carolina
$10K
LWA
46
Lowe Wealth Advisors
Maryland
$9K
APA
47
American Portfolios Advisors
New York
$7.05K -$3.5K -53 -34%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$7K
FCM
49
Firestone Capital Management
Florida
$7K
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.71K

DIM Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2021, worth a combined $52.3M — down 31% from $76M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DIM and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.06M. The largest seller was Howland Capital Management, cutting an estimated $16.4M.

  • 55 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $52.3M of WisdomTree International MidCap Dividend Fund stock for Q1 2021, down 31% quarter-over-quarter.
  • 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2021 and 6 closed out, a net change of -1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2021 was Susquehanna International Group, an estimated $1.06M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2021 was Howland Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2021.