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WisdomTree International MidCap Dividend Fund

37 hedge funds and large institutions have $29.9M invested in WisdomTree International MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.65% less ownership

Funds ownership: 29.68%24.03% (-5.6%)

12% less funds holding

Funds holding: 4237 (-5)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

28% less capital invested

Capital invested by funds: $41.3M → $29.9M (-$11.4M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthShield Partners
North Carolina
$207K -$51.3K -812 -19%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$80.5K +$58.4K +925 +231%
WTA
28
Washington Trust Advisors
Massachusetts
$79.7K
ADL
29
Asset Dedication LLC
California
$73.5K
SWA
30
SOA Wealth Advisors
New York
$52.5K -$2.46K -39 -4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$46.3K -$46.6K -738 -49%
Osaic Holdings
32
Osaic Holdings
Arizona
$40.8K
MCM
33
MAI Capital Management
Ohio
$34K +$35.3K +559 New
PS
34
Principal Securities
Iowa
$16.5K +$1.01K +16 +6%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$10K
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.07K
FFA
37
Founders Financial Alliance
North Carolina
$2.37K
FTUS
38
Flow Traders U.S.
New York
-$2.69M -40,616 Closed
PAG
39
Private Advisor Group
New Jersey
-$263K -3,957 Closed
BPA
40
Beacon Pointe Advisors
California
-$219K -3,300 Closed
CFA
41
Cahill Financial Advisors
Minnesota
-$204K -3,080 Closed
CAL
42
Capital Analysts LLC
Pennsylvania
-$23K -350 Closed
VCM
43
Viewpoint Capital Management
Washington
-$3.33K -50 Closed
MSG
44
Main Street Group
Virginia
-$2.65K -40 Closed

DIM Hedge Fund Activity: Q4 2024 in Review

37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2024, worth a combined $29.9M — down 28% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DIM and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Envestnet Asset Management, adding an estimated $947K. The largest seller was Mesirow Financial Investment Management, cutting an estimated $6.4M.

  • 37 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2024, down from 42 in Q3 2024.
  • Funds reported $29.9M of WisdomTree International MidCap Dividend Fund stock for Q4 2024, down 28% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2024 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2024 was Envestnet Asset Management, an estimated $947K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2024 was Mesirow Financial Investment Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q4 2024.