WisdomTree International MidCap Dividend Fund
DIM
46 hedge funds and large institutions have $126M invested in WisdomTree International MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 10 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
22% more capital invested
Capital invested by funds: $103M → $126M (+$22.7M)
3.67% more ownership
Funds ownership: 49.67% → 53.34% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 50 → 46 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.11M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 5 |
Bank of New York Mellon
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$387K |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$376K |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$372K |
| 4 |
SG Americas Securities
New York
|
-$287K |
| 5 |
CCP
Corient Capital Partners
Newport Beach,
California
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| – | -$219K | -3,436 | Closed |
|
|
NPC
52
National Planning Corporation
El Segundo,
California
| – | -$208K | -3,279 | Closed |
|
|
SF
53
Synovus Financial
Columbus,
Georgia
| – | -$10K | -150 | Closed |
|
54
Creative Planning
Overland Park,
Kansas
| – | -$3K | -50 | Closed |
|
DIM Hedge Fund Activity: Q3 2017 in Review
46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2017, worth a combined $126M — up 22% from $103M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DIM and 6 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Jane Street, exiting entirely with an estimated $387K sold.
- 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2017, down from 50 in Q2 2017.
- Funds reported $126M of WisdomTree International MidCap Dividend Fund stock for Q3 2017, up 22% quarter-over-quarter.
- 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2017 and 10 closed out, a net change of -4 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2017 was Morgan Stanley, an estimated $10.7M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q3 2017 was Jane Street, an estimated $387K sold.
Based on aggregated 13F filings for Q3 2017.