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WisdomTree International MidCap Dividend Fund

41 hedge funds and large institutions have $30.1M invested in WisdomTree International MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.02% less ownership

Funds ownership: 27.03%24.01% (-3%)

9% less capital invested

Capital invested by funds: $33M → $30.1M (-$2.89M)

11% less funds holding

Funds holding: 4641 (-5)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$70K -$8.18K -140 -10%
CFGS
27
Concourse Financial Group Securities
Alabama
$60.2K +$60.1K +1,029 New
WP
28
WealthShield Partners
North Carolina
$44.8K +$44.8K +766 New
TC
29
Tacita Capital
Ontario, Canada
$34K +$14.9K +255 +76%
CHA
30
Carmichael Hill & Associates
Maryland
$30.4K +$234 +4 +0.8%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$9.65K
SIC
32
Salem Investment Counselors
North Carolina
$8.54K
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.85K
BFEC
34
Benjamin F. Edwards & Company
Missouri
$4K +$58 +1 +2%
MIM
35
MTM Investment Management
South Carolina
$3.8K
HCP
36
Hexagon Capital Partners
Arkansas
$3.57K
AIM
37
Anchor Investment Management
South Carolina
$2.81K +$2.8K +48 New
FFA
38
Founders Financial Alliance
North Carolina
$1.7K -$818 -14 -33%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$763 -$60.6K -1,038 -7%
FGAM
40
Financial Gravity Asset Management
Texas
$186 +$3.39K +58 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$58 +$58 +1 New
OMC
42
Old Mission Capital
Illinois
-$523K -9,429 Closed
Financial Engines Advisors
43
Financial Engines Advisors
California
-$516K -9,298 Closed
Jane Street
44
Jane Street
New York
-$402K -7,238 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$368K -6,634 Closed
CAN
46
Cetera Advisor Networks
California
-$206K -3,708 Closed
IA
47
IFP Advisors
Florida
-$62K -900 Closed
MCC
48
Money Concepts Capital
Florida
-$39.9K -720 Closed
FA
49
Fiduciary Alliance
South Carolina
-$4.33K -78 Closed
RIA
50
Realta Investment Advisors
Delaware
-$3.44K -62 Closed

DIM Hedge Fund Activity: Q1 2023 in Review

41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2023, worth a combined $30.1M — down 8.7% from $33M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIM and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Flow Traders U.S., adding an estimated $707K. The largest seller was GHP Investment Advisors, cutting an estimated $1.23M.

  • 41 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2023, down from 46 in Q4 2022.
  • Funds reported $30.1M of WisdomTree International MidCap Dividend Fund stock for Q1 2023, down 8.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2023 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2023 was Flow Traders U.S., an estimated $707K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2023 was GHP Investment Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2023.