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WisdomTree International MidCap Dividend Fund

46 hedge funds and large institutions have $33M invested in WisdomTree International MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 4346 (+3)

5.78% less ownership

Funds ownership: 32.81%27.03% (-5.8%)

8% less capital invested

Capital invested by funds: $35.8M → $33M (-$2.75M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$326K +$309K +5,865 New
GWM
27
Geneos Wealth Management
Colorado
$246K +$97.6K +1,855 +72%
CFA
28
Cahill Financial Advisors
Minnesota
$221K +$210K +3,990 New
CAN
29
Cetera Advisor Networks
California
$206K +$195K +3,708 New
WT
30
Washington Trust
Rhode Island
$134K
SWA
31
SOA Wealth Advisors
New York
$105K -$526 -10 -0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$75.2K +$19.7K +374 +39%
IA
33
IFP Advisors
Florida
$62K -$5.26K -100 -10%
MCC
34
Money Concepts Capital
Florida
$39.9K +$37.9K +720 New
CHA
35
Carmichael Hill & Associates
Maryland
$28.6K +$211 +4 +0.8%
TC
36
Tacita Capital
Ontario, Canada
$19K -$2.05M -38,965 -99%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$9.13K -$25K -475 -74%
SIC
38
Salem Investment Counselors
North Carolina
$8.1K
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.55K
FA
40
Fiduciary Alliance
South Carolina
$4.33K +$4.11K +78 New
MIM
41
MTM Investment Management
South Carolina
$3.61K
RIA
42
Realta Investment Advisors
Delaware
$3.44K
HCP
43
Hexagon Capital Partners
Arkansas
$3.38K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$3K
FFA
45
Founders Financial Alliance
North Carolina
$2.38K
PPC
46
Park Place Capital
Alabama
$1K +$1.16K +22 New
IWA
47
Intercontinental Wealth Advisors
Texas
-$602K -12,719 Closed
GW
48
GW & Wade
Massachusetts
-$371K -7,846 Closed
BWA
49
BDO Wealth Advisors
Florida
-$10K -208 Closed
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
-$3 -53 Closed

DIM Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2022, worth a combined $33M — down 7.7% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIM positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.41M. The largest seller was Jane Street, cutting an estimated $3.24M.

  • 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $33M of WisdomTree International MidCap Dividend Fund stock for Q4 2022, down 7.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2022 was Citadel Advisors, an estimated $1.41M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2022 was Jane Street, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2022.