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WisdomTree International MidCap Dividend Fund

51 hedge funds and large institutions have $53.9M invested in WisdomTree International MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.08% more ownership

Funds ownership: 35.31%37.4% (+2.1%)

2% more funds holding

Funds holding: 5051 (+1)

4% more capital invested

Capital invested by funds: $51.6M → $53.9M (+$2.3M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$234K
BPA
27
Beacon Pointe Advisors
California
$231K +$238K +3,450 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$228K -$18K -261 -7%
WDL
29
Well Done LLC
Michigan
$220K -$10.8K -157 -5%
WT
30
Washington Trust
Rhode Island
$169K
SWA
31
SOA Wealth Advisors
New York
$163K +$10K +145 +6%
JPLA
32
Joseph P. Lucia & Associates
New York
$128K
Osaic Holdings
33
Osaic Holdings
Arizona
$107K +$23.1K +334 +26%
CFA
34
Cahill Financial Advisors
Minnesota
$76K +$78.4K +1,135 New
FGAM
35
Financial Gravity Asset Management
Texas
$67K
GWM
36
Geneos Wealth Management
Colorado
$64K +$276 +4 +0.4%
William Blair & Company
37
William Blair & Company
Illinois
$54K
US Bancorp
38
US Bancorp
Minnesota
$37K
CHA
39
Carmichael Hill & Associates
Maryland
$33K +$415 +6 +1%
NFG
40
Next Financial Group
Texas
$29K +$4.01K +58 +15%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15.3K +222 New
SIC
42
Salem Investment Counselors
North Carolina
$10K
MAM
43
Meeder Asset Management
Ohio
$10K +$9.95K +144 New
APA
44
American Portfolios Advisors
New York
$7.03K
FCM
45
Firestone Capital Management
Florida
$7K +$6.91K +100 New
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.69K
HCP
47
Hexagon Capital Partners
Arkansas
$4K
MIM
48
MTM Investment Management
South Carolina
$4K
BFEC
49
Benjamin F. Edwards & Company
Missouri
$4K +$4.08K +59 New
FFA
50
Founders Financial Alliance
North Carolina
$3K

DIM Hedge Fund Activity: Q3 2021 in Review

51 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2021, worth a combined $53.9M — up 4.5% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $2.11M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $786K sold.

  • 51 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2021, up from 50 in Q2 2021.
  • Funds reported $53.9M of WisdomTree International MidCap Dividend Fund stock for Q3 2021, up 4.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2021 was Jane Street, an estimated $2.11M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2021 was Bank of New York Mellon, an estimated $786K sold.

Based on aggregated 13F filings for Q3 2021.