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WisdomTree International MidCap Dividend Fund

50 hedge funds and large institutions have $51.6M invested in WisdomTree International MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.92% less ownership

Funds ownership: 36.23%35.31% (-0.92%)

1% less capital invested

Capital invested by funds: $52.3M → $51.6M (-$732K)

9% less funds holding

Funds holding: 5550 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$250K -$2.66M -38,358 -91%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$249K -$109K -1,568 -30%
Creative Planning
28
Creative Planning
Kansas
$237K
WDL
29
Well Done LLC
Michigan
$233K
WT
30
Washington Trust
Rhode Island
$172K
SWA
31
SOA Wealth Advisors
New York
$156K +$42.6K +614 +36%
JPLA
32
Joseph P. Lucia & Associates
New York
$130K
Osaic Holdings
33
Osaic Holdings
Arizona
$86K +$20.4K +294 +30%
FGAM
34
Financial Gravity Asset Management
Texas
$68K
GWM
35
Geneos Wealth Management
Colorado
$65K +$347 +5 +0.5%
William Blair & Company
36
William Blair & Company
Illinois
$54K
US Bancorp
37
US Bancorp
Minnesota
$38K
CHA
38
Carmichael Hill & Associates
Maryland
$33K +$554 +8 +2%
NFG
39
Next Financial Group
Texas
$26K +$1.52K +22 +6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$24K +$23.6K +340 New
PWP
41
Personal Wealth Partners
Minnesota
$11K +$11.6K +167 New
SIC
42
Salem Investment Counselors
North Carolina
$10K
LWA
43
Lowe Wealth Advisors
Maryland
$9K
APA
44
American Portfolios Advisors
New York
$7.12K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$7K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78K
HCP
47
Hexagon Capital Partners
Arkansas
$4K
MIM
48
MTM Investment Management
South Carolina
$4K
FFA
49
Founders Financial Alliance
North Carolina
$2K -$208 -3 -7%
Goldman Sachs
50
Goldman Sachs
New York
-$582K -8,678 Closed

DIM Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2021, worth a combined $51.6M — down 1.4% from $52.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIM and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, adding an estimated $2.46M. The largest seller was Susquehanna International Group, cutting an estimated $2.66M.

  • 50 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2021, down from 55 in Q1 2021.
  • Funds reported $51.6M of WisdomTree International MidCap Dividend Fund stock for Q2 2021, down 1.4% quarter-over-quarter.
  • 3 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2021 was Citadel Advisors, an estimated $2.46M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2021 was Susquehanna International Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2021.