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WisdomTree International MidCap Dividend Fund

39 hedge funds and large institutions have $30M invested in WisdomTree International MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1% less capital invested

Capital invested by funds: $30.1M → $30M (-$167K)

0.96% less ownership

Funds ownership: 24.01%23.05% (-0.96%)

5% less funds holding

Funds holding: 4139 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$129K
WP
27
WealthShield Partners
North Carolina
$109K +$67K +1,135 +148%
Osaic Holdings
28
Osaic Holdings
Arizona
$69.3K +$354 +6 +0.5%
SWA
29
SOA Wealth Advisors
New York
$61.7K -$49.1K -831 -44%
TC
30
Tacita Capital
Ontario, Canada
$34K
CHA
31
Carmichael Hill & Associates
Maryland
$30.6K +$768 +13 +3%
CAL
32
Capital Analysts LLC
Pennsylvania
$20K +$20.7K +350 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$12.1K +$12.3K +209 +20,900%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$9.48K
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.76K
FA
36
Fiduciary Alliance
South Carolina
$4.49K +$4.61K +78 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$4K +$59 +1 +2%
MIM
38
MTM Investment Management
South Carolina
$3.74K
FFA
39
Founders Financial Alliance
North Carolina
$1.67K
Bank of New York Mellon
40
Bank of New York Mellon
New York
-$409K -6,997 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
-$358K -6,126 Closed
WT
42
Washington Trust
Rhode Island
-$141K -2,411 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
-$60.8K -1,029 Closed
SIC
44
Salem Investment Counselors
North Carolina
-$8.54K -146 Closed
HCP
45
Hexagon Capital Partners
Arkansas
-$3.57K -61 Closed
FGAM
46
Financial Gravity Asset Management
Texas
-$186 -58 Closed
AIM
47
Anchor Investment Management
South Carolina
-$2.81K -48 Closed

DIM Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2023, worth a combined $30M — down 0.56% from $30.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIM and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.99M. The largest seller was GHP Investment Advisors, cutting an estimated $2.38M.

  • 39 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2023, down from 41 in Q1 2023.
  • Funds reported $30M of WisdomTree International MidCap Dividend Fund stock for Q2 2023, down 0.56% quarter-over-quarter.
  • 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2023 was Jane Street, an estimated $3.99M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2023 was GHP Investment Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2023.