We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund
DIM

42 hedge funds and large institutions have $32.9M invested in WisdomTree International MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

2% less funds holding

Funds holding: 43 → 42 (-1)

7.72% less ownership

Funds ownership: 32.06% → 24.34% (-7.7%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

28% less capital invested

Capital invested by funds: $45.8M → $32.9M (-$12.9M)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$925K
2
MFIM
Mesirow Financial Investment Management
Illinois
+$816K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$327K
4
OMC
Old Mission Capital
Illinois
+$238K
5
FCA
FinTrust Capital Advisors
South Carolina
+$148K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.98M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.15M
3
Morgan Stanley
Morgan Stanley
New York
-$3.03M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$990K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
26
Cascade Financial Partners
California
$223K +$221K +3,650 New
CBFP
27
Cedar Brook Financial Partners
Ohio
$212K +$364 +6 +0.2%
BPA
28
Beacon Pointe Advisors
California
$208K – – –
WP
29
WealthShield Partners
North Carolina
$204K -$26.2K -433 -12%
FCA
30
FinTrust Capital Advisors
South Carolina
$153K +$148K +2,435 New
ADL
31
Asset Dedication LLC
California
$76K – – –
SWA
32
SOA Wealth Advisors
New York
$55.8K +$121 +2 +0.2%
Osaic Holdings
33
Osaic Holdings
Arizona
$48.3K +$61 +1 +0.1%
CHA
34
Carmichael Hill & Associates
Maryland
$34.1K +$61 +1 +0.2%
CAL
35
Capital Analysts LLC
Pennsylvania
$22K – – –
PS
36
Principal Securities
Iowa
$16K +$970 +16 +7%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$10.4K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.29K – – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$4K +$61 +1 +2%
RIA
40
Realta Investment Advisors
Delaware
$3.9K +$3.76K +62 New
MSG
41
Main Street Group
Virginia
$2.51K – – –
FFA
42
Founders Financial Alliance
North Carolina
$2.45K -$1.21K -20 -34%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
– -$497K -8,175 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$293K -4,796 Closed
CAL
45
Capital Advisors Ltd
Ohio
– -$136K -2,234 Closed
FGAM
46
Financial Gravity Asset Management
Texas
– -$366 -6 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– -$61 -1 Closed
1
2

DIM Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2024, worth a combined $32.9M — down 28% from $45.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIM and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $925K. The largest seller was Jane Street, cutting an estimated $6.98M.

  • 42 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $32.9M of WisdomTree International MidCap Dividend Fund stock for Q1 2024, down 28% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2024 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $925K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2024 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2024.