WisdomTree International MidCap Dividend Fund
DIM
56 hedge funds and large institutions have $156M invested in WisdomTree International MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $141M → $156M (+$14.8M)
10% more funds holding
Funds holding: 51 → 56 (+5)
0.15% more ownership
Funds ownership: 53.89% → 54.04% (+0.15%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.53M |
| 2 |
Bank of New York Mellon
New York
|
+$5.48M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.56M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.35M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.85M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$379K |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$208K |
| 5 |
EWM
Evercore Wealth Management
New York
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
51
Vantage Investment Advisors
State College,
Pennsylvania
| $10K | +$70 | +1 | +0.7% |
|
|
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $6.88K | – | – | – |
|
|
AWM
53
Avior Wealth Management
Omaha,
Nebraska
| $4K | +$4.21K | +60 | New |
|
|
CCA
54
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $3K | +$3.5K | +50 | New |
|
|
55
Jane Street
New York
| – | -$2.35M | -34,065 | Closed |
|
|
SEIA
56
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$1.85M | -26,761 | Closed |
|
|
57
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$379K | -5,500 | Closed |
|
|
HHGA
58
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$208K | -3,009 | Closed |
|
|
MGIA
59
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$166K | -3,000 | Closed |
|
|
KJWM
60
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$26K | -380 | Closed |
|
DIM Hedge Fund Activity: Q1 2018 in Review
56 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2018, worth a combined $156M — up 11% from $141M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DIM positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.53M. The largest seller was Jane Street, exiting entirely with an estimated $2.35M sold.
- 56 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2018, up from 51 in Q4 2017.
- Funds reported $156M of WisdomTree International MidCap Dividend Fund stock for Q1 2018, up 11% quarter-over-quarter.
- 13 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2018 and 6 closed out, a net change of +7 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2018 was Morgan Stanley, an estimated $5.53M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q1 2018 was Jane Street, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2018.