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WisdomTree International MidCap Dividend Fund
DIM

43 hedge funds and large institutions have $45.8M invested in WisdomTree International MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

37% more capital invested

Capital invested by funds: $33.5M → $45.8M (+$12.3M)

16% more funds holding

Funds holding: 37 → 43 (+6)

6.66% more ownership

Funds ownership: 25.39% → 32.06% (+6.7%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFIM
Mesirow Financial Investment Management
Illinois
+$4.93M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.12M
3
Morgan Stanley
Morgan Stanley
New York
+$2.92M
4
Jane Street
Jane Street
New York
+$2.6M
5
OMC
Old Mission Capital
Illinois
+$273K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.41M
2
SMC
Smith, Moore & Co
Missouri
-$1.37M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.15M
4
HCM
Howland Capital Management
Massachusetts
-$650K
5
Bank of America
Bank of America
North Carolina
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$234K +$219K +3,845 New
WP
27
WealthShield Partners
North Carolina
$223K +$58.9K +1,034 +39%
CBFP
28
Cedar Brook Financial Partners
Ohio
$203K +$192K +3,370 New
BPA
29
Beacon Pointe Advisors
California
$201K +$188K +3,300 New
CAL
30
Capital Advisors Ltd
Ohio
$136K – – –
ADL
31
Asset Dedication LLC
California
$74K – – –
SWA
32
SOA Wealth Advisors
New York
$53.9K +$342 +6 +0.7%
Osaic Holdings
33
Osaic Holdings
Arizona
$46.6K -$35.4K -621 -45%
CHA
34
Carmichael Hill & Associates
Maryland
$32.9K +$342 +6 +1%
CAL
35
Capital Analysts LLC
Pennsylvania
$21K – – –
PS
36
Principal Securities
Iowa
$14.5K +$13.6K +239 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$9.91K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.08K – – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$4K – – –
FFA
40
Founders Financial Alliance
North Carolina
$3.58K +$1.71K +30 +103%
MSG
41
Main Street Group
Virginia
$2.43K +$2.28K +40 New
FGAM
42
Financial Gravity Asset Management
Texas
$366 +$171 +3 +100%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$61 +$57 +1 New
FTUS
44
Flow Traders U.S.
New York
– -$2.41M -42,844 Closed
HCM
45
Howland Capital Management
Massachusetts
– -$650K -11,570 Closed
1
2

DIM Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2023, worth a combined $45.8M — up 37% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $4.93M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.41M sold.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2023, up from 37 in Q3 2023.
  • Funds reported $45.8M of WisdomTree International MidCap Dividend Fund stock for Q4 2023, up 37% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2023 and 2 closed out, a net change of +6 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2023 was Mesirow Financial Investment Management, an estimated $4.93M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2023 was Flow Traders U.S., an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2023.