WisdomTree International MidCap Dividend Fund
DIM
58 hedge funds and large institutions have $143M invested in WisdomTree International MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.
2% less funds holding
Funds holding: 59 → 58 (-1)
7% less ownership
Funds ownership: 59.66% → 52.66% (-7%)
12% less capital invested
Capital invested by funds: $162M → $143M (-$18.6M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$1.18M |
| 2 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$265K |
| 3 |
S
Surevest
Los Angeles,
California
|
+$238K |
| 4 |
Bank of New York Mellon
New York
|
+$94.1K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$87.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.43M |
| 2 |
Morgan Stanley
New York
|
-$5.49M |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$4.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $14K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | – | – | – |
|
|
SIC
53
Salem Investment Counselors
Winston Salem,
North Carolina
| $9K | +$9.07K | +146 | New |
|
|
LWA
54
Lowe Wealth Advisors
Columbia,
Maryland
| $8K | – | – | – |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $6.19K | – | – | – |
|
|
MWM
56
Meridian Wealth Management
Lexington,
Kentucky
| $833 | +$83.5K | +1,345 | New |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$6.43M | -103,592 | Closed |
|
58
Stifel Financial
St. Louis,
Missouri
| – | -$227K | -3,672 | Closed |
|
|
NSIM
59
North Star Investment Management
Chicago,
Illinois
| – | -$93K | -1,500 | Closed |
|
|
RFC
60
Regions Financial Corp
Birmingham,
Alabama
| – | -$7K | -114 | Closed |
|
|
1IA
61
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$1K | -12 | Closed |
|
|
GT
62
Glenmede Trust
Philadelphia,
Pennsylvania
| – | +$311 | +5 | New |
|
DIM Hedge Fund Activity: Q2 2019 in Review
58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2019, worth a combined $143M — down 12% from $162M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DIM and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 15 added.
The largest buyer was Howland Capital Management, adding an estimated $1.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.43M sold.
- 58 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2019, down from 59 in Q1 2019.
- Funds reported $143M of WisdomTree International MidCap Dividend Fund stock for Q2 2019, down 12% quarter-over-quarter.
- 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2019 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2019 was Howland Capital Management, an estimated $1.18M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q2 2019 was Citadel Advisors, an estimated $6.43M sold.
Based on aggregated 13F filings for Q2 2019.