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WisdomTree International MidCap Dividend Fund

48 hedge funds and large institutions have $45.5M invested in WisdomTree International MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

1.49% less ownership

Funds ownership: 35.21%33.72% (-1.5%)

6% less funds holding

Funds holding: 5148 (-3)

8% less capital invested

Capital invested by funds: $49.7M → $45.5M (-$4.22M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$211K
SWA
27
SOA Wealth Advisors
New York
$180K +$782 +12 +0.4%
WT
28
Washington Trust
Rhode Island
$155K
JPLA
29
Joseph P. Lucia & Associates
New York
$123K +$125K +1,913 New
IA
30
IFP Advisors
Florida
$69K +$65.2K +1,000 New
GWM
31
Geneos Wealth Management
Colorado
$62K +$65 +1 +0.1%
Osaic Holdings
32
Osaic Holdings
Arizona
$60K
MCC
33
Money Concepts Capital
Florida
$58K +$58.7K +900 New
William Blair & Company
34
William Blair & Company
Illinois
$51K
PFS
35
Prospera Financial Services
Texas
$44K +$44.7K +685 New
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$41K
CHA
37
Carmichael Hill & Associates
Maryland
$32K +$65 +1 +0.2%
SWM
38
Spire Wealth Management
Virginia
$27K +$27.9K +428 New
MAM
39
Meeder Asset Management
Ohio
$9K
SIC
40
Salem Investment Counselors
North Carolina
$9K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.42K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$4K
HCP
43
Hexagon Capital Partners
Arkansas
$4K
MIM
44
MTM Investment Management
South Carolina
$4K
FFA
45
Founders Financial Alliance
North Carolina
$3K
APA
46
American Portfolios Advisors
New York
$2.57K
FGAM
47
Financial Gravity Asset Management
Texas
$205 -$196 -3 -4%
Citadel Advisors
48
Citadel Advisors
Florida
-$616K -9,166 Closed
JMPWA
49
JP Morgan Private Wealth Advisors
California
-$285K -4,238 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
-$277K -4,123 Closed

DIM Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2022, worth a combined $45.5M — down 8.5% from $49.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DIM and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was GHP Investment Advisors, adding an estimated $288K. The largest seller was Bank of New York Mellon, cutting an estimated $1.04M.

  • 48 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2022, down from 51 in Q4 2021.
  • Funds reported $45.5M of WisdomTree International MidCap Dividend Fund stock for Q1 2022, down 8.5% quarter-over-quarter.
  • 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2022 was GHP Investment Advisors, an estimated $288K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2022 was Bank of New York Mellon, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2022.